+131.8%
VRT vs EXE
+6.2%
+125.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.7% |
| 7D | +13.6% | -1.8% | +15.4% | +13.5% |
| 30D | +6.8% | +6.4% | +0.4% | +7.0% |
| 3M | -3.2% | +9.2% | -12.5% | -2.8% |
| 6M | +20.3% | -7.0% | +27.3% | +22.4% |
| YTD | +79.6% | -9.5% | +89.1% | +82.0% |
| All | +131.8% | +6.2% | +125.7% | +149.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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