+13.8%
VRT vs BBWI
+2.4%
+11.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.1% | -17.0% | -13.2% |
| 7D | -15.4% | +8.8% | -24.2% | -16.0% |
| 30D | -19.0% | +34.8% | -53.8% | -21.6% |
| 3M | -23.8% | +12.9% | -36.8% | -24.9% |
| 6M | -37.9% | +29.6% | -67.4% | -40.3% |
| YTD | +27.0% | +20.8% | +6.2% | +22.6% |
| 1Y | +13.8% | +4.1% | +9.7% | +12.9% |
| All | +13.8% | +2.4% | +11.4% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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