+13.8%
VRT vs BA
-12.3%
+26.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.1% | -15.0% | -13.5% |
| 7D | -15.4% | +5.9% | -21.3% | -17.1% |
| 30D | -19.0% | -8.2% | -10.8% | -16.8% |
| 3M | -23.8% | -25.4% | +1.5% | -15.4% |
| 6M | -37.9% | -20.0% | -17.8% | -33.0% |
| YTD | +27.0% | -18.5% | +45.4% | +28.0% |
| 1Y | +13.8% | -10.6% | +24.4% | +12.1% |
| All | +13.8% | -12.3% | +26.1% | +12.1% |
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