+619.5%
VRT vs C
+263.5%
+356.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.6% |
| 7D | +9.1% | +3.6% | +5.5% | +6.2% |
| 30D | +0.9% | +0.1% | +0.9% | +0.8% |
| 3M | -13.4% | +2.4% | -15.8% | -14.5% |
| 6M | +11.7% | +24.9% | -13.2% | -5.0% |
| YTD | +73.2% | +19.8% | +53.4% | +49.6% |
| 1Y | +123.4% | +44.9% | +78.6% | +64.2% |
| All | +619.5% | +263.5% | +356.0% | +233.9% |
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