+2,826.7%
VRT vs EXPE
+115.4%
+2,711.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.9% | +11.6% | +6.4% |
| 7D | +13.6% | -9.8% | +23.4% | +17.4% |
| 30D | +6.8% | -11.5% | +18.3% | +10.6% |
| 3M | -3.2% | +21.7% | -24.9% | -12.5% |
| 6M | +20.3% | +10.4% | +10.0% | +11.7% |
| YTD | +79.6% | -2.5% | +82.1% | +71.3% |
| 1Y | +139.0% | +27.3% | +111.7% | +100.7% |
| 3Y | +644.6% | +153.5% | +491.1% | +349.8% |
| 5Y | +1,024.4% | +91.1% | +933.3% | +637.6% |
| All | +2,826.7% | +115.4% | +2,711.3% | +1,232.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 10y: compounded portfolio wealth divided by compounded EXPE 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…
10y analysis · Full analysis span regression · 6 months rolling