+953.6%
VRT vs BR
+7.6%
+946.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.3% | -9.3% | -9.5% |
| 7D | +2.4% | -5.0% | +7.4% | +4.4% |
| 30D | -2.7% | -2.5% | -0.2% | -2.1% |
| 3M | -9.2% | +13.5% | -22.7% | -15.5% |
| 6M | -0.5% | -9.4% | +8.9% | +4.0% |
| YTD | +62.3% | -23.3% | +85.6% | +87.5% |
| 1Y | +109.6% | -31.6% | +141.2% | +163.2% |
| 3Y | +573.1% | -5.1% | +578.1% | +508.9% |
| 5Y | +953.6% | +8.2% | +945.5% | +628.3% |
| All | +953.6% | +7.6% | +946.0% | +628.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling