+2,826.7%
VRT vs AR
+102.9%
+2,723.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | +13.6% | -1.8% | +15.5% | +13.9% |
| 30D | +6.8% | +12.6% | -5.8% | +4.8% |
| 3M | -3.2% | +10.0% | -13.2% | -5.0% |
| 6M | +20.3% | +0.6% | +19.7% | +19.3% |
| YTD | +79.6% | +13.4% | +66.2% | +74.4% |
| 1Y | +139.0% | +21.7% | +117.3% | +129.2% |
| 3Y | +644.6% | +45.8% | +598.8% | +605.3% |
| 5Y | +1,024.4% | +144.3% | +880.1% | +899.6% |
| All | +2,826.7% | +102.9% | +2,723.8% | +1,760.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling