+109.6%
VRT vs BWA
+48.6%
+60.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-09 to 2026-09-09.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -8.4% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -2.7% | -5.6% | +2.9% | +1.9% |
| 3M | -9.2% | -10.7% | +1.5% | -0.6% |
| 6M | -0.5% | +23.2% | -23.7% | -16.6% |
| YTD | +62.3% | +46.0% | +16.4% | +28.5% |
| 1Y | +109.6% | +51.2% | +58.4% | +66.8% |
| All | +109.6% | +48.6% | +60.9% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 2025-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BWA 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…
2025-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling