+123.4%
VRT vs CIFR
+122.3%
+1.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.2% | +3.8% |
| 7D | +9.1% | +16.9% | -7.8% | +4.7% |
| 30D | +0.9% | -5.2% | +6.1% | +1.5% |
| 3M | -13.4% | -30.6% | +17.2% | -8.2% |
| 6M | +11.7% | +10.6% | +1.1% | +4.3% |
| YTD | +73.2% | +20.2% | +53.0% | +55.9% |
| 1Y | +123.4% | +139.7% | -16.3% | +78.7% |
| All | +123.4% | +122.3% | +1.1% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 1y: compounded portfolio wealth divided by compounded CIFR 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…
1y analysis · Full analysis span regression · 6 months rolling