+2,826.7%
VRT vs COP
+147.3%
+2,679.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +3.5% |
| 7D | +13.6% | -0.8% | +14.5% | +13.9% |
| 30D | +6.8% | +15.6% | -8.8% | +2.1% |
| 3M | -3.2% | +14.3% | -17.6% | -7.8% |
| 6M | +20.3% | +17.0% | +3.4% | +12.6% |
| YTD | +79.6% | +47.4% | +32.2% | +55.4% |
| 1Y | +139.0% | +52.4% | +86.6% | +103.7% |
| 3Y | +644.6% | +20.8% | +623.8% | +574.4% |
| 5Y | +1,024.4% | +191.7% | +832.7% | +649.6% |
| All | +2,826.7% | +147.3% | +2,679.4% | +1,344.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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