+647.0%
VRT vs BA
-22.5%
+669.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.6% | +10.2% | +9.9% |
| 7D | -10.6% | -1.7% | -8.9% | -9.9% |
| 30D | -17.4% | -9.5% | -8.0% | -13.8% |
| 3M | -26.4% | -26.5% | +0.1% | -14.5% |
| 6M | -41.0% | -27.4% | -13.6% | -31.5% |
| YTD | +23.8% | -20.6% | +44.4% | +36.0% |
| 1Y | +11.6% | -11.4% | +23.0% | +15.2% |
| 3Y | +403.5% | -10.8% | +414.3% | +385.6% |
| 5Y | +647.0% | -21.9% | +669.0% | +602.0% |
| All | +647.0% | -22.5% | +669.6% | +602.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling