+2,826.7%
VRT vs ED
+87.1%
+2,739.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.8% |
| 7D | +13.6% | +0.5% | +13.1% | +13.7% |
| 30D | +6.8% | +1.1% | +5.7% | +6.9% |
| 3M | -3.2% | +4.6% | -7.9% | -2.6% |
| 6M | +20.3% | -2.0% | +22.3% | +20.4% |
| YTD | +79.6% | +11.7% | +67.9% | +82.0% |
| 1Y | +139.0% | +15.7% | +123.3% | +143.2% |
| 3Y | +644.6% | +34.4% | +610.3% | +643.5% |
| 5Y | +1,024.4% | +67.3% | +957.0% | +1,000.9% |
| All | +2,826.7% | +87.1% | +2,739.6% | +2,711.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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