+123.4%
VRT vs EWT
+99.0%
+24.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.5% | +2.0% |
| 7D | +9.1% | +4.0% | +5.2% | +3.9% |
| 30D | +0.9% | +10.3% | -9.4% | -10.7% |
| 3M | -13.4% | +6.1% | -19.5% | -18.3% |
| 6M | +11.7% | +56.6% | -44.9% | -39.5% |
| YTD | +73.2% | +76.6% | -3.3% | -23.8% |
| 1Y | +123.4% | +97.9% | +25.6% | -20.2% |
| All | +123.4% | +99.0% | +24.4% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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