+2,545.5%
VRT vs BB
-19.7%
+2,565.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -9.3% |
| 7D | +2.4% | +1.8% | +0.6% | +2.1% |
| 30D | -2.7% | -12.2% | +9.6% | +0.1% |
| 3M | -9.2% | -12.3% | +3.2% | -7.5% |
| 6M | -0.5% | +122.7% | -123.2% | -18.6% |
| YTD | +62.3% | +104.5% | -42.1% | +35.2% |
| 1Y | +109.6% | +106.7% | +2.9% | +73.3% |
| 3Y | +573.1% | +70.0% | +503.1% | +454.8% |
| 5Y | +953.6% | -27.8% | +981.4% | +866.1% |
| All | +2,545.5% | -19.7% | +2,565.2% | +1,581.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling