+403.5%
VRT vs BB
+145.9%
+257.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.5% | +4.1% | +8.2% |
| 7D | -10.6% | +15.0% | -25.6% | -13.8% |
| 30D | -17.4% | +3.5% | -20.9% | -18.4% |
| 3M | -26.4% | +2.7% | -29.1% | -27.6% |
| 6M | -41.0% | +44.7% | -85.7% | -48.0% |
| YTD | +23.8% | +143.3% | -119.4% | -6.7% |
| 1Y | +11.6% | +102.2% | -90.6% | -11.6% |
| 3Y | +403.5% | +156.1% | +247.4% | +251.1% |
| All | +403.5% | +145.9% | +257.6% | +251.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling