+2,826.7%
VRT vs DAR
+233.7%
+2,593.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.9% | +0.7% | +2.6% |
| 7D | +13.6% | -0.9% | +14.5% | +13.9% |
| 30D | +6.8% | +13.0% | -6.2% | +1.6% |
| 3M | -3.2% | +15.0% | -18.2% | -9.0% |
| 6M | +20.3% | +26.8% | -6.5% | +8.6% |
| YTD | +79.6% | +86.4% | -6.8% | +40.2% |
| 1Y | +139.0% | +115.1% | +23.9% | +74.6% |
| 3Y | +644.6% | +14.6% | +630.0% | +562.9% |
| 5Y | +1,024.4% | -8.8% | +1,033.1% | +974.9% |
| All | +2,826.7% | +233.7% | +2,593.0% | +1,308.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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