+21.0%
VRT vs APA
+101.2%
-80.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.7% |
| 7D | +18.6% | +9.6% | +9.0% | +19.6% |
| 30D | -11.7% | -0.2% | -11.4% | -11.8% |
| 3M | -27.3% | +19.8% | -47.1% | -24.9% |
| 6M | -42.9% | +30.1% | -72.9% | -39.8% |
| YTD | +29.5% | +100.4% | -70.9% | +31.1% |
| 1Y | +21.0% | +105.2% | -84.2% | +22.5% |
| All | +21.0% | +101.2% | -80.1% | +22.5% |
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