+13.8%
VRT vs COST
+12.8%
+1.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.7% | -15.6% | -10.6% |
| 7D | -15.4% | +6.6% | -22.0% | -10.6% |
| 30D | -19.0% | +13.5% | -32.4% | -10.6% |
| 3M | -23.8% | +10.6% | -34.4% | -17.4% |
| 6M | -37.9% | +3.6% | -41.5% | -33.6% |
| YTD | +27.0% | +22.1% | +4.9% | +49.0% |
| 1Y | +13.8% | +11.9% | +1.9% | +26.8% |
| All | +13.8% | +12.8% | +1.0% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling