+109.6%
VRT vs BIYA
-98.4%
+207.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.4% | -9.2% | -9.6% |
| 7D | +2.4% | +2.7% | -0.3% | +2.4% |
| 30D | -2.7% | -16.7% | +14.0% | -2.7% |
| 3M | -9.2% | -74.6% | +65.5% | -10.6% |
| 6M | -0.5% | -85.4% | +84.9% | -0.1% |
| YTD | +62.3% | -94.2% | +156.5% | +64.7% |
| 1Y | +109.6% | -98.6% | +208.1% | +160.6% |
| All | +109.6% | -98.4% | +207.9% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 1y: compounded portfolio wealth divided by compounded BIYA 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…
1y analysis · Full analysis span regression · 6 months rolling