+2,723.0%
VRT vs BB
-20.2%
+2,743.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +9.1% | -5.6% | +14.8% | +10.5% |
| 30D | +0.9% | -11.8% | +12.7% | +3.6% |
| 3M | -13.4% | -25.5% | +12.2% | -8.6% |
| 6M | +11.7% | +121.3% | -109.6% | -8.5% |
| YTD | +73.2% | +103.2% | -29.9% | +44.4% |
| 1Y | +123.4% | +102.6% | +20.8% | +85.4% |
| 3Y | +606.2% | +37.5% | +568.7% | +505.3% |
| 5Y | +899.9% | -30.4% | +930.3% | +821.2% |
| All | +2,723.0% | -20.2% | +2,743.3% | +1,695.5% |
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