+905.2%
VRT vs DECK
+25.5%
+879.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.8% | +3.6% |
| 7D | +9.1% | -2.2% | +11.3% | +10.3% |
| 30D | +0.9% | -13.6% | +14.5% | +7.4% |
| 3M | -13.4% | -21.2% | +7.9% | -5.1% |
| 6M | +11.7% | -21.1% | +32.8% | +21.4% |
| YTD | +73.2% | -17.2% | +90.5% | +80.1% |
| 1Y | +123.4% | -30.7% | +154.2% | +150.9% |
| 3Y | +606.2% | -3.4% | +609.5% | +476.3% |
| All | +905.2% | +25.5% | +879.7% | +483.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling