+611.0%
VRT vs CIFR
+509.6%
+101.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.2% | +3.9% |
| 7D | +9.1% | +16.9% | -7.8% | +5.3% |
| 30D | +0.9% | -5.2% | +6.1% | +1.5% |
| 3M | -13.4% | -30.6% | +17.2% | -8.8% |
| 6M | +11.7% | +10.6% | +1.1% | +5.3% |
| YTD | +73.2% | +20.2% | +53.0% | +58.3% |
| 1Y | +123.4% | +139.7% | -16.3% | +71.6% |
| All | +611.0% | +509.6% | +101.4% | +318.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling