+13.8%
VRT vs BIDU
-34.6%
+48.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.5% | -17.4% | -14.9% |
| 7D | -15.4% | +1.2% | -16.6% | -16.0% |
| 30D | -19.0% | -7.5% | -11.4% | -16.0% |
| 3M | -23.8% | -28.6% | +4.7% | -11.4% |
| 6M | -37.9% | -36.9% | -1.0% | -24.3% |
| YTD | +27.0% | -38.4% | +65.4% | +53.8% |
| 1Y | +13.8% | -35.7% | +49.4% | +34.4% |
| All | +13.8% | -34.6% | +48.4% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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