+21.0%
VRT vs EXEL
+62.5%
-41.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | +18.6% | +1.6% | +17.0% | +18.2% |
| 30D | -11.7% | +17.4% | -29.0% | -13.9% |
| 3M | -27.3% | +38.6% | -65.9% | -32.2% |
| 6M | -42.9% | +41.2% | -84.1% | -47.8% |
| YTD | +29.5% | +59.3% | -29.9% | +11.4% |
| 1Y | +21.0% | +60.2% | -39.2% | +3.1% |
| All | +21.0% | +62.5% | -41.4% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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