+123.4%
VRT vs BX
-15.8%
+139.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.6% |
| 7D | +9.1% | -4.4% | +13.5% | +10.4% |
| 30D | +0.9% | +0.1% | +0.8% | +0.6% |
| 3M | -13.4% | +16.0% | -29.4% | -16.7% |
| 6M | +11.7% | +21.6% | -9.9% | +5.8% |
| YTD | +73.2% | -8.9% | +82.1% | +76.0% |
| 1Y | +123.4% | -16.6% | +140.0% | +125.2% |
| All | +123.4% | -15.8% | +139.2% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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