+1,024.4%
VRT vs BIDU
-44.5%
+1,068.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.0% | +10.6% | +5.7% |
| 7D | +13.6% | -2.4% | +16.1% | +14.3% |
| 30D | +6.8% | -15.6% | +22.4% | +11.9% |
| 3M | -3.2% | -22.3% | +19.1% | +3.8% |
| 6M | +20.3% | -22.3% | +42.6% | +28.5% |
| YTD | +79.6% | -29.2% | +108.8% | +96.7% |
| 1Y | +139.0% | -14.8% | +153.8% | +147.6% |
| 3Y | +644.6% | -31.8% | +676.4% | +690.0% |
| 5Y | +1,024.4% | -43.1% | +1,067.5% | +1,078.4% |
| All | +1,024.4% | -44.5% | +1,068.8% | +1,078.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling