+15.5%
VRT vs BB
+103.9%
-88.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.5% | +5.7% |
| 7D | +0.5% | +7.3% | -6.8% | -0.9% |
| 30D | -13.7% | +11.2% | -25.0% | -15.6% |
| 3M | -26.7% | +4.7% | -31.4% | -27.8% |
| 6M | -43.8% | +51.1% | -95.0% | -47.7% |
| YTD | +27.6% | +148.0% | -120.5% | +5.1% |
| 1Y | +15.5% | +106.1% | -90.7% | -1.7% |
| All | +15.5% | +103.9% | -88.4% | -1.7% |
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