+13.8%
VRT vs APA
+107.6%
-93.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -6.9% | -6.0% | -13.8% |
| 7D | -15.4% | -13.0% | -2.4% | -17.2% |
| 30D | -19.0% | +2.0% | -20.9% | -18.2% |
| 3M | -23.8% | +24.9% | -48.7% | -20.2% |
| 6M | -37.9% | +7.2% | -45.0% | -36.1% |
| YTD | +27.0% | +87.1% | -60.1% | +32.6% |
| 1Y | +13.8% | +107.2% | -93.4% | +22.4% |
| All | +13.8% | +107.6% | -93.8% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling