+6.8%
VRT vs BBWI
-1.7%
+8.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.9% | +7.8% | +9.5% |
| 7D | -10.6% | -6.2% | -4.4% | -10.0% |
| 30D | -17.4% | +25.5% | -42.9% | -19.5% |
| 3M | -26.4% | +8.0% | -34.4% | -27.1% |
| 6M | -41.0% | +12.7% | -53.7% | -42.3% |
| YTD | +23.8% | +11.6% | +12.2% | +20.5% |
| All | +6.8% | -1.7% | +8.5% | +5.4% |
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