+13.8%
VRT vs C
+27.1%
-13.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.7% | -14.5% | -14.0% |
| 7D | -15.4% | +1.1% | -16.5% | -16.1% |
| 30D | -19.0% | -2.4% | -16.5% | -17.8% |
| 3M | -23.8% | -8.4% | -15.5% | -19.4% |
| 6M | -37.9% | +0.3% | -38.2% | -37.3% |
| YTD | +27.0% | +9.1% | +17.9% | +16.3% |
| 1Y | +13.8% | +26.0% | -12.2% | -14.6% |
| All | +13.8% | +27.1% | -13.3% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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