+361.8%
VRT vs DAR
+11.9%
+350.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.7% |
| 7D | -21.4% | -9.9% | -11.4% | -19.2% |
| 30D | -25.8% | -16.4% | -9.4% | -22.5% |
| 3M | -33.5% | -17.1% | -16.5% | -30.7% |
| 6M | -49.0% | -20.5% | -28.6% | -46.4% |
| YTD | +12.9% | +39.4% | -26.5% | +3.2% |
| 1Y | 0.0% | +57.2% | -57.2% | -11.3% |
| 3Y | +361.8% | +13.9% | +347.9% | +311.5% |
| All | +361.8% | +11.9% | +350.0% | +311.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling