+123.4%
VRT vs BEN
+42.6%
+80.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.5% | +0.8% | +3.0% |
| 7D | +9.1% | +0.2% | +8.9% | +9.0% |
| 30D | +0.9% | -0.5% | +1.5% | +1.1% |
| 3M | -13.4% | +9.7% | -23.1% | -15.6% |
| 6M | +11.7% | +33.9% | -22.2% | +3.3% |
| YTD | +73.2% | +49.0% | +24.3% | +56.4% |
| 1Y | +123.4% | +42.1% | +81.3% | +95.5% |
| All | +123.4% | +42.6% | +80.9% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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