+1,934.0%
VRT vs ALL
+237.2%
+1,696.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.7% |
| 7D | +10.5% | +5.0% | +5.5% | +9.3% |
| 30D | -9.3% | +13.3% | -22.6% | -12.3% |
| 3M | -29.6% | +3.2% | -32.8% | -30.5% |
| 6M | -45.4% | +25.3% | -70.7% | -49.7% |
| YTD | +24.8% | +30.5% | -5.6% | +12.5% |
| 1Y | +23.6% | +29.2% | -5.6% | +11.7% |
| 3Y | +379.7% | +119.1% | +260.6% | +241.7% |
| 5Y | +660.3% | +162.6% | +497.7% | +385.6% |
| All | +1,934.0% | +237.2% | +1,696.8% | +1,014.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling