+2,826.7%
VRT vs CNH
+53.9%
+2,772.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.6% | +9.2% | +6.2% |
| 7D | +13.6% | +8.8% | +4.8% | +8.9% |
| 30D | +6.8% | +24.7% | -17.9% | -4.5% |
| 3M | -3.2% | +27.3% | -30.6% | -14.4% |
| 6M | +20.3% | +23.2% | -2.8% | +7.8% |
| YTD | +79.6% | +48.9% | +30.7% | +47.1% |
| 1Y | +139.0% | +19.4% | +119.6% | +115.0% |
| 3Y | +644.6% | +7.8% | +636.9% | +578.6% |
| 5Y | +1,024.4% | +8.7% | +1,015.6% | +924.0% |
| All | +2,826.7% | +53.9% | +2,772.8% | +1,821.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CNH 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling