+123.4%
VRT vs FDX
+80.8%
+42.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +4.9% | +4.5% |
| 7D | +9.1% | -2.5% | +11.6% | +10.0% |
| 30D | +0.9% | +3.8% | -2.9% | -0.6% |
| 3M | -13.4% | -1.3% | -12.1% | -13.2% |
| 6M | +11.7% | +5.0% | +6.7% | +6.7% |
| YTD | +73.2% | +39.6% | +33.6% | +64.9% |
| 1Y | +123.4% | +81.1% | +42.3% | +139.6% |
| All | +123.4% | +80.8% | +42.6% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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