+217.0%
VRT vs BIYA
-99.8%
+316.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.4% |
| 7D | +9.1% | +1.3% | +7.8% | +9.1% |
| 30D | +0.9% | -21.0% | +21.9% | +1.1% |
| 3M | -13.4% | -74.3% | +60.9% | -14.2% |
| 6M | +11.7% | -84.6% | +96.3% | +11.0% |
| YTD | +73.2% | -94.2% | +167.4% | +75.8% |
| 1Y | +123.4% | -98.2% | +221.6% | +136.0% |
| All | +217.0% | -99.8% | +316.7% | +252.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling