+1,934.0%
VRT vs AU
+1,080.9%
+853.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.4% |
| 7D | +10.5% | -7.2% | +17.7% | +11.6% |
| 30D | -9.3% | -2.9% | -6.4% | -9.1% |
| 3M | -29.6% | -8.7% | -20.9% | -28.9% |
| 6M | -45.4% | -14.1% | -31.2% | -44.7% |
| YTD | +24.8% | +4.8% | +20.0% | +23.3% |
| 1Y | +23.6% | +11.9% | +11.7% | +21.3% |
| 3Y | +379.7% | +513.8% | -134.1% | +291.1% |
| 5Y | +660.3% | +379.3% | +281.1% | +507.9% |
| All | +1,934.0% | +1,080.9% | +853.1% | +1,540.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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