+2,545.5%
VRT vs BIDU
-60.1%
+2,605.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.6% | -9.0% | -9.5% |
| 7D | +2.4% | -2.4% | +4.9% | +3.0% |
| 30D | -2.7% | -16.0% | +13.3% | +1.7% |
| 3M | -9.2% | -24.0% | +14.8% | -2.6% |
| 6M | -0.5% | -24.9% | +24.4% | +6.6% |
| YTD | +62.3% | -29.6% | +91.9% | +76.9% |
| 1Y | +109.6% | -15.2% | +124.7% | +116.7% |
| 3Y | +573.1% | -32.2% | +605.2% | +611.4% |
| 5Y | +953.6% | -43.8% | +997.4% | +1,002.2% |
| All | +2,545.5% | -60.1% | +2,605.6% | +2,043.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling