+2,723.0%
VRT vs C
+154.0%
+2,569.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.5% |
| 7D | +9.1% | +3.6% | +5.5% | +7.0% |
| 30D | +0.9% | +0.1% | +0.9% | +0.9% |
| 3M | -13.4% | +2.4% | -15.8% | -14.1% |
| 6M | +11.7% | +24.9% | -13.2% | -0.4% |
| YTD | +73.2% | +19.8% | +53.4% | +56.7% |
| 1Y | +123.4% | +44.9% | +78.6% | +81.9% |
| 3Y | +606.2% | +263.0% | +343.2% | +267.0% |
| 5Y | +899.9% | +129.5% | +770.4% | +531.2% |
| All | +2,723.0% | +154.0% | +2,569.1% | +1,329.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling