+1,978.7%
VRT vs BB
-2.6%
+1,981.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -15.9% |
| 3M | -26.7% | +4.7% | -31.4% | -28.0% |
| 6M | -43.8% | +51.1% | -95.0% | -49.9% |
| YTD | +27.6% | +148.0% | -120.5% | +1.1% |
| 1Y | +15.5% | +106.1% | -90.7% | -4.9% |
| 3Y | +395.6% | +158.2% | +237.4% | +274.1% |
| 5Y | +677.3% | -10.8% | +688.1% | +579.3% |
| All | +1,978.7% | -2.6% | +1,981.3% | +1,156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling