+2,397.0%
VRT vs BIDU
-60.7%
+2,457.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -4.0% | -5.2% |
| 7D | -7.7% | -5.2% | -2.5% | -6.4% |
| 30D | -12.0% | -14.5% | +2.5% | -8.3% |
| 3M | -11.7% | -22.9% | +11.2% | -5.6% |
| 6M | -8.1% | -27.8% | +19.7% | -0.4% |
| YTD | +53.2% | -30.7% | +83.9% | +67.7% |
| 1Y | +81.7% | -15.8% | +97.5% | +88.3% |
| 3Y | +535.3% | -33.2% | +568.5% | +574.5% |
| 5Y | +916.4% | -44.8% | +961.2% | +968.7% |
| All | +2,397.0% | -60.7% | +2,457.7% | +1,932.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling