+916.4%
VRT vs EQT
+192.3%
+724.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.8% |
| 7D | -7.7% | -1.2% | -6.5% | -7.4% |
| 30D | -12.0% | +1.1% | -13.0% | -12.3% |
| 3M | -11.7% | +4.8% | -16.5% | -13.4% |
| 6M | -8.1% | -10.6% | +2.5% | -5.4% |
| YTD | +53.2% | +3.4% | +49.8% | +49.8% |
| 1Y | +81.7% | +8.7% | +73.0% | +73.8% |
| 3Y | +535.3% | +35.0% | +500.3% | +482.0% |
| 5Y | +916.4% | +204.2% | +712.1% | +775.0% |
| All | +916.4% | +192.3% | +724.0% | +775.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling