+1,858.9%
VRT vs DOW
-10.0%
+1,868.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.7% |
| 7D | -17.7% | -6.8% | -10.9% | -15.7% |
| 30D | -20.0% | +10.8% | -30.8% | -22.8% |
| 3M | -28.1% | +4.1% | -32.2% | -29.4% |
| 6M | -42.8% | -12.7% | -30.1% | -40.9% |
| YTD | +20.0% | +39.2% | -19.3% | +1.5% |
| 1Y | +3.5% | +49.5% | -46.0% | -15.1% |
| 3Y | +366.1% | -24.4% | +390.5% | +380.9% |
| 5Y | +632.2% | -29.6% | +661.7% | +679.9% |
| All | +1,858.9% | -10.0% | +1,868.9% | +1,500.8% |
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