+155.6%
VRT vs CYCU
-99.9%
+255.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.7% | +4.4% |
| 7D | +9.1% | -8.1% | +17.2% | +9.2% |
| 30D | +0.9% | -43.0% | +43.9% | +1.4% |
| 3M | -13.4% | -50.8% | +37.5% | -11.9% |
| 6M | +11.7% | -74.1% | +85.8% | +15.9% |
| YTD | +73.2% | -84.0% | +157.2% | +83.9% |
| 1Y | +123.4% | -92.2% | +215.6% | +127.9% |
| All | +155.6% | -99.9% | +255.5% | +281.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 CYCU 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