+379.7%
VRT vs COO
-24.0%
+403.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.4% | -3.7% |
| 7D | +10.5% | +0.5% | +10.0% | +10.5% |
| 30D | -9.3% | +14.2% | -23.5% | -10.9% |
| 3M | -29.6% | -18.2% | -11.4% | -28.0% |
| 6M | -45.4% | +5.3% | -50.7% | -46.4% |
| YTD | +24.8% | -23.6% | +48.4% | +30.4% |
| 1Y | +23.6% | -12.7% | +36.3% | +26.5% |
| 3Y | +379.7% | -24.2% | +403.9% | +392.5% |
| All | +379.7% | -24.0% | +403.7% | +392.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling