+139.0%
VRT vs EIX
+15.0%
+124.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.5% | -0.8% | +3.8% |
| 7D | +13.6% | +0.9% | +12.7% | +13.5% |
| 30D | +6.8% | -13.5% | +20.3% | +6.6% |
| 3M | -3.2% | -15.3% | +12.0% | -4.9% |
| 6M | +20.3% | -15.3% | +35.7% | +18.0% |
| YTD | +79.6% | +2.7% | +76.9% | +79.7% |
| 1Y | +139.0% | +17.4% | +121.6% | +140.2% |
| All | +139.0% | +15.0% | +124.0% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 1y: compounded portfolio wealth divided by compounded EIX 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…
1y analysis · Full analysis span regression · 6 months rolling