+123.4%
VRT vs BA
-8.9%
+132.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.5% | +4.1% |
| 7D | +9.1% | +1.2% | +8.0% | +8.7% |
| 30D | +0.9% | -11.6% | +12.6% | +5.0% |
| 3M | -13.4% | -2.4% | -11.0% | -12.4% |
| 6M | +11.7% | -6.6% | +18.3% | +11.3% |
| YTD | +73.2% | -2.2% | +75.5% | +68.9% |
| 1Y | +123.4% | -8.0% | +131.4% | +105.8% |
| All | +123.4% | -8.9% | +132.3% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling