+403.5%
VRT vs ALLE
+93.1%
+310.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.8% | +6.9% | +8.7% |
| 7D | -10.6% | -0.6% | -10.0% | -10.4% |
| 30D | -17.4% | +26.6% | -44.0% | -24.2% |
| 3M | -26.4% | +13.2% | -39.6% | -29.4% |
| 6M | -41.0% | +42.9% | -83.9% | -48.4% |
| YTD | +23.8% | +21.0% | +2.8% | +14.6% |
| 1Y | +11.6% | +15.2% | -3.5% | +5.8% |
| 3Y | +403.5% | +95.6% | +307.9% | +233.5% |
| All | +403.5% | +93.1% | +310.4% | +233.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling