+2,826.7%
VRT vs COO
+4.5%
+2,822.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.7% | +6.4% | +4.9% |
| 7D | +13.6% | -2.3% | +15.9% | +14.7% |
| 30D | +6.8% | -8.8% | +15.6% | +11.1% |
| 3M | -3.2% | +1.3% | -4.6% | -5.2% |
| 6M | +20.3% | -11.6% | +31.9% | +25.4% |
| YTD | +79.6% | -17.4% | +97.0% | +93.8% |
| 1Y | +139.0% | -1.6% | +140.6% | +133.7% |
| 3Y | +644.6% | -22.6% | +667.2% | +667.8% |
| 5Y | +1,024.4% | -40.3% | +1,064.7% | +1,231.7% |
| All | +2,826.7% | +4.5% | +2,822.2% | +2,613.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling