+619.5%
VRT vs B
+198.7%
+420.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.6% | +5.0% |
| 7D | +9.1% | -1.6% | +10.7% | +9.6% |
| 30D | +0.9% | +9.4% | -8.5% | -2.3% |
| 3M | -13.4% | +5.0% | -18.4% | -15.3% |
| 6M | +11.7% | -3.5% | +15.2% | +11.0% |
| YTD | +73.2% | +4.5% | +68.8% | +69.3% |
| 1Y | +123.4% | +67.8% | +55.6% | +101.2% |
| All | +619.5% | +198.7% | +420.8% | +506.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 3y: compounded portfolio wealth divided by compounded B 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…
3y analysis · Full analysis span regression · 6 months rolling