+28.2%
VRT vs EWT
+56.6%
-28.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.5% | +5.2% |
| 7D | +18.6% | +13.2% | +5.4% | +1.2% |
| 30D | -11.7% | -14.3% | +2.6% | +8.1% |
| 3M | -27.3% | -8.4% | -18.9% | -18.1% |
| 6M | -42.9% | +3.7% | -46.6% | -43.9% |
| YTD | +29.5% | +53.1% | -23.6% | -36.3% |
| All | +28.2% | +56.6% | -28.3% | -41.7% |
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