+361.8%
VRT vs C
+205.7%
+156.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.1% |
| 7D | -21.4% | -2.4% | -19.0% | -19.6% |
| 30D | -25.8% | -6.0% | -19.8% | -21.9% |
| 3M | -33.5% | -10.5% | -23.0% | -27.4% |
| 6M | -49.0% | -5.7% | -43.3% | -46.3% |
| YTD | +12.9% | +4.1% | +8.8% | +8.5% |
| 1Y | 0.0% | +20.5% | -20.5% | -15.0% |
| 3Y | +361.8% | +208.1% | +153.7% | +117.7% |
| All | +361.8% | +205.7% | +156.1% | +117.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling