+2,010.2%
VRT vs DAR
+175.3%
+1,834.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +0.7% |
| 7D | +18.6% | +9.2% | +9.4% | +14.9% |
| 30D | -11.7% | -12.3% | +0.6% | -6.9% |
| 3M | -27.3% | -12.7% | -14.6% | -23.7% |
| 6M | -42.9% | -12.8% | -30.1% | -40.4% |
| YTD | +29.5% | +53.8% | -24.3% | +8.6% |
| 1Y | +21.0% | +60.3% | -39.2% | -0.2% |
| 3Y | +403.1% | +31.7% | +371.4% | +318.4% |
| 5Y | +688.8% | -27.7% | +716.6% | +725.2% |
| All | +2,010.2% | +175.3% | +1,834.9% | +991.1% |
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