+1,934.0%
VRT vs C
+129.9%
+1,804.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | +4.2% | +6.3% | +8.2% |
| 30D | -9.3% | +2.0% | -11.3% | -9.9% |
| 3M | -29.6% | -10.1% | -19.5% | -25.2% |
| 6M | -45.4% | +1.0% | -46.3% | -45.2% |
| YTD | +24.8% | +8.5% | +16.3% | +19.5% |
| 1Y | +23.6% | +25.7% | -2.1% | +9.4% |
| 3Y | +379.7% | +216.0% | +163.7% | +169.4% |
| 5Y | +660.3% | +112.3% | +548.0% | +405.0% |
| All | +1,934.0% | +129.9% | +1,804.0% | +990.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling