+2,826.7%
VRT vs BBY
+63.7%
+2,763.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.0% |
| 7D | +13.6% | +8.1% | +5.5% | +10.6% |
| 30D | +6.8% | +8.9% | -2.2% | +3.3% |
| 3M | -3.2% | +22.0% | -25.3% | -10.8% |
| 6M | +20.3% | +37.8% | -17.5% | +4.2% |
| YTD | +79.6% | +37.3% | +42.3% | +54.2% |
| 1Y | +139.0% | +21.6% | +117.4% | +114.9% |
| 3Y | +644.6% | +41.5% | +603.1% | +496.6% |
| 5Y | +1,024.4% | +1.2% | +1,023.1% | +898.4% |
| All | +2,826.7% | +63.7% | +2,763.0% | +1,941.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling