+2,728.7%
VRT vs DOW
-15.8%
+2,744.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.0% | +7.4% | +5.4% |
| 7D | +9.1% | -2.4% | +11.5% | +9.8% |
| 30D | +0.9% | +0.4% | +0.6% | +0.5% |
| 3M | -13.4% | -14.4% | +1.0% | -9.7% |
| 6M | +11.7% | -7.0% | +18.7% | +11.1% |
| YTD | +73.2% | +30.2% | +43.0% | +50.3% |
| 1Y | +123.4% | +29.2% | +94.2% | +92.6% |
| 3Y | +606.2% | -36.7% | +642.9% | +682.6% |
| 5Y | +899.9% | -37.7% | +937.6% | +1,009.1% |
| All | +2,728.7% | -15.8% | +2,744.5% | +2,271.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling