+631.1%
VRT vs C
+112.1%
+519.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.4% | -3.3% |
| 7D | -17.7% | -0.4% | -17.3% | -17.1% |
| 30D | -20.0% | -5.2% | -14.8% | -16.3% |
| 3M | -28.1% | -9.1% | -19.0% | -22.4% |
| 6M | -42.8% | -1.6% | -41.3% | -41.8% |
| YTD | +20.0% | +6.9% | +13.0% | +13.0% |
| 1Y | +3.5% | +23.0% | -19.5% | -12.9% |
| 3Y | +366.1% | +216.1% | +150.0% | +86.4% |
| All | +631.1% | +112.1% | +519.0% | +296.5% |
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