+13.8%
VRT vs BR
-14.2%
+28.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.0% | -15.9% | -10.4% |
| 7D | -15.4% | +7.0% | -22.4% | -10.2% |
| 30D | -19.0% | +19.0% | -37.9% | -6.1% |
| 3M | -23.8% | +13.1% | -36.9% | -14.3% |
| 6M | -37.9% | +24.6% | -62.5% | -22.9% |
| YTD | +27.0% | -13.6% | +40.6% | +26.5% |
| 1Y | +13.8% | -13.1% | +26.9% | +17.4% |
| All | +13.8% | -14.2% | +28.0% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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