+21.0%
VRT vs CIFR
-61.8%
+82.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +1.0% | +1.3% |
| 7D | +18.6% | +28.8% | -10.2% | +8.8% |
| 30D | -11.7% | -36.9% | +25.3% | +0.8% |
| 3M | -27.3% | -60.0% | +32.7% | -6.2% |
| 6M | -42.9% | -64.4% | +21.5% | -26.2% |
| YTD | +29.5% | -51.6% | +81.0% | +45.8% |
| 1Y | +21.0% | -58.9% | +79.9% | +40.9% |
| All | +21.0% | -61.8% | +82.8% | +40.9% |
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