+644.6%
VRT vs BIDU
-32.1%
+676.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.0% | +10.6% | +5.9% |
| 7D | +13.6% | -2.4% | +16.1% | +14.3% |
| 30D | +6.8% | -15.6% | +22.4% | +12.3% |
| 3M | -3.2% | -22.3% | +19.1% | +4.3% |
| 6M | +20.3% | -22.3% | +42.6% | +29.0% |
| YTD | +79.6% | -29.2% | +108.8% | +97.9% |
| 1Y | +139.0% | -14.8% | +153.8% | +150.6% |
| 3Y | +644.6% | -31.8% | +676.4% | +732.3% |
| All | +644.6% | -32.1% | +676.7% | +732.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling