+682.7%
VRT vs ALL
+160.7%
+522.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.5% |
| 7D | +18.6% | 0.0% | +18.6% | +18.6% |
| 30D | -11.7% | +12.8% | -24.5% | -11.9% |
| 3M | -27.3% | +4.7% | -32.0% | -27.3% |
| 6M | -42.9% | +24.9% | -67.8% | -44.3% |
| YTD | +29.5% | +30.0% | -0.5% | +25.1% |
| 1Y | +21.0% | +29.9% | -8.9% | +16.9% |
| 3Y | +403.1% | +117.5% | +285.6% | +320.8% |
| All | +682.7% | +160.7% | +522.0% | +520.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling