+1,978.7%
VRT vs D
+39.2%
+1,939.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.4% |
| 7D | +0.5% | -2.4% | +2.9% | +0.6% |
| 30D | -13.7% | +9.0% | -22.7% | -14.5% |
| 3M | -26.7% | +1.0% | -27.7% | -26.8% |
| 6M | -43.8% | +11.0% | -54.8% | -44.7% |
| YTD | +27.6% | +19.8% | +7.8% | +24.5% |
| 1Y | +15.5% | +16.0% | -0.5% | +13.1% |
| 3Y | +395.6% | +74.4% | +321.2% | +341.5% |
| 5Y | +677.3% | +13.5% | +663.8% | +683.3% |
| All | +1,978.7% | +39.2% | +1,939.5% | +1,947.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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