+2,010.2%
VRT vs ALL
+236.0%
+1,774.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.1% | +5.8% | +7.5% |
| 7D | +18.6% | 0.0% | +18.6% | +18.5% |
| 30D | -11.7% | +12.8% | -24.5% | -14.5% |
| 3M | -27.3% | +4.7% | -32.0% | -28.5% |
| 6M | -42.9% | +24.9% | -67.8% | -47.4% |
| YTD | +29.5% | +30.0% | -0.5% | +16.9% |
| 1Y | +21.0% | +29.9% | -8.9% | +9.1% |
| 3Y | +403.1% | +117.5% | +285.6% | +259.3% |
| 5Y | +688.8% | +161.7% | +527.1% | +404.3% |
| All | +2,010.2% | +236.0% | +1,774.2% | +1,057.3% |
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