+905.2%
VRT vs C
+128.9%
+776.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.3% |
| YTD | +73.2% | +19.8% | +53.4% | +49.5% |
| 1Y | +123.4% | +44.9% | +78.6% | +64.8% |
| 3Y | +606.2% | +263.0% | +343.2% | +160.5% |
| All | +905.2% | +128.9% | +776.3% | +371.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling