+1,934.0%
VRT vs BIDU
-66.1%
+2,000.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.3% | -3.8% |
| 7D | +10.5% | -4.6% | +15.1% | +11.9% |
| 30D | -9.3% | -4.5% | -4.8% | -8.3% |
| 3M | -29.6% | -25.4% | -4.2% | -24.1% |
| 6M | -45.4% | -48.1% | +2.7% | -35.3% |
| YTD | +24.8% | -40.2% | +65.0% | +42.0% |
| 1Y | +23.6% | -35.2% | +58.9% | +37.7% |
| 3Y | +379.7% | -27.1% | +406.8% | +398.9% |
| 5Y | +660.3% | -54.2% | +714.5% | +740.2% |
| All | +1,934.0% | -66.1% | +2,000.1% | +1,620.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling