+976.8%
VRT vs BBY
-1.7%
+978.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.2% | -9.1% |
| 7D | +2.4% | +1.2% | +1.2% | +2.0% |
| 30D | -2.7% | +6.8% | -9.5% | -5.3% |
| 3M | -9.2% | +18.7% | -27.9% | -15.9% |
| 6M | -0.5% | +37.3% | -37.8% | -14.7% |
| YTD | +62.3% | +35.3% | +27.0% | +38.5% |
| 1Y | +109.6% | +20.7% | +88.9% | +88.0% |
| 3Y | +573.1% | +39.4% | +533.6% | +413.2% |
| All | +976.8% | -1.7% | +978.5% | +799.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling