+139.0%
VRT vs APA
+96.0%
+43.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.8% | +3.8% |
| 7D | +13.6% | -1.7% | +15.3% | +13.4% |
| 30D | +6.8% | +15.7% | -9.0% | +8.2% |
| 3M | -3.2% | +16.5% | -19.7% | -1.4% |
| 6M | +20.3% | +35.1% | -14.8% | +18.9% |
| YTD | +79.6% | +82.2% | -2.6% | +71.5% |
| 1Y | +139.0% | +102.5% | +36.5% | +123.8% |
| All | +139.0% | +96.0% | +43.0% | +123.8% |
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