+644.6%
VRT vs BB
+68.2%
+576.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +3.1% |
| 7D | +13.6% | +0.5% | +13.1% | +13.5% |
| 30D | +6.8% | -12.4% | +19.1% | +10.3% |
| 3M | -3.2% | -15.3% | +12.1% | -0.5% |
| 6M | +20.3% | +128.8% | -108.4% | -6.3% |
| YTD | +79.6% | +107.7% | -28.1% | +43.5% |
| 1Y | +139.0% | +103.9% | +35.1% | +90.6% |
| 3Y | +644.6% | +72.6% | +572.0% | +450.9% |
| All | +644.6% | +68.2% | +576.4% | +450.9% |
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