+2,550.8%
VRT vs DOW
-15.9%
+2,566.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.6% | -9.0% | -9.4% |
| 7D | +2.4% | -6.0% | +8.4% | +4.4% |
| 30D | -2.7% | -2.7% | +0.1% | -2.0% |
| 3M | -9.2% | -10.5% | +1.3% | -6.9% |
| 6M | -0.5% | -12.4% | +11.9% | +1.2% |
| YTD | +62.3% | +30.0% | +32.3% | +41.0% |
| 1Y | +109.6% | +27.8% | +81.8% | +81.5% |
| 3Y | +573.1% | -34.9% | +608.0% | +638.0% |
| 5Y | +953.6% | -35.9% | +989.5% | +1,058.1% |
| All | +2,550.8% | -15.9% | +2,566.8% | +2,123.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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