+13.8%
VRT vs BB
+88.0%
-74.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +7.0% | -19.9% | -14.3% |
| 7D | -15.4% | -6.8% | -8.6% | -14.2% |
| 30D | -19.0% | -3.5% | -15.4% | -18.6% |
| 3M | -23.8% | -1.2% | -22.6% | -24.2% |
| 6M | -37.9% | +57.0% | -94.9% | -43.4% |
| YTD | +27.0% | +131.1% | -104.2% | +3.2% |
| 1Y | +13.8% | +87.6% | -73.8% | +0.2% |
| All | +13.8% | +88.0% | -74.2% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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