+953.6%
VRT vs AU
+688.4%
+265.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.6% | -10.3% | -9.7% |
| 7D | +2.4% | +0.6% | +1.8% | +2.3% |
| 30D | -2.7% | +12.3% | -15.0% | -4.6% |
| 3M | -9.2% | +29.4% | -38.5% | -13.3% |
| 6M | -0.5% | +3.2% | -3.7% | -2.2% |
| YTD | +62.3% | +31.8% | +30.5% | +55.0% |
| 1Y | +109.6% | +83.4% | +26.2% | +93.3% |
| 3Y | +573.1% | +623.1% | -50.0% | +434.6% |
| 5Y | +953.6% | +700.5% | +253.1% | +681.4% |
| All | +953.6% | +688.4% | +265.2% | +681.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling