+13.8%
VRT vs BBY
+33.0%
-19.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.0% | -20.9% | -10.6% |
| 7D | -15.4% | +4.5% | -19.9% | -13.7% |
| 30D | -19.0% | +16.0% | -34.9% | -15.2% |
| 3M | -23.8% | +18.6% | -42.4% | -19.7% |
| 6M | -37.9% | +80.1% | -117.9% | -29.6% |
| YTD | +27.0% | +57.4% | -30.5% | +41.7% |
| 1Y | +13.8% | +34.5% | -20.7% | +35.6% |
| All | +13.8% | +33.0% | -19.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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