+1,978.7%
VRT vs AR
+98.4%
+1,880.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +6.1% |
| 7D | +0.5% | +2.1% | -1.6% | +0.2% |
| 30D | -13.7% | +4.5% | -18.2% | -14.2% |
| 3M | -26.7% | +1.0% | -27.7% | -26.9% |
| 6M | -43.8% | +4.4% | -48.3% | -44.5% |
| YTD | +27.6% | +10.9% | +16.7% | +24.2% |
| 1Y | +15.5% | +8.6% | +6.9% | +12.7% |
| 3Y | +395.6% | +48.5% | +347.1% | +369.5% |
| 5Y | +677.3% | +95.7% | +581.6% | +607.9% |
| All | +1,978.7% | +98.4% | +1,880.3% | +1,224.6% |
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