+379.7%
VRT vs BA
-15.7%
+395.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | -1.1% | +11.6% | +11.0% |
| 30D | -9.3% | -7.1% | -2.2% | -7.2% |
| 3M | -29.6% | -25.5% | -4.1% | -20.9% |
| 6M | -45.4% | -28.7% | -16.6% | -37.8% |
| YTD | +24.8% | -21.0% | +45.8% | +34.8% |
| 1Y | +23.6% | -11.9% | +35.5% | +27.2% |
| 3Y | +379.7% | -16.2% | +395.8% | +289.9% |
| All | +379.7% | -15.7% | +395.4% | +289.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling