+6.8%
VRT vs APA
+89.4%
-82.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.2% | +9.8% | +9.6% |
| 7D | -10.6% | -8.7% | -1.9% | -11.8% |
| 30D | -17.4% | -2.4% | -15.0% | -17.4% |
| 3M | -26.4% | +19.0% | -45.4% | -23.8% |
| 6M | -41.0% | +26.8% | -67.8% | -38.1% |
| YTD | +23.8% | +87.3% | -63.5% | +23.3% |
| All | +6.8% | +89.4% | -82.6% | +6.3% |
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