+109.6%
VRT vs BBWI
-35.2%
+144.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -6.3% | -3.3% | -8.9% |
| 7D | +2.4% | -4.4% | +6.8% | +3.0% |
| 30D | -2.7% | -7.4% | +4.7% | -1.9% |
| 3M | -9.2% | -2.2% | -7.0% | -9.6% |
| 6M | -0.5% | -16.3% | +15.8% | +1.5% |
| YTD | +62.3% | -9.1% | +71.5% | +62.0% |
| 1Y | +109.6% | -34.5% | +144.1% | +118.9% |
| All | +109.6% | -35.2% | +144.8% | +118.9% |
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