+2,397.0%
VRT vs FND
+19.7%
+2,377.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -5.1% |
| 7D | -7.7% | -5.1% | -2.6% | -6.1% |
| 30D | -12.0% | -22.5% | +10.6% | -4.3% |
| 3M | -11.7% | -5.0% | -6.7% | -11.6% |
| 6M | -8.1% | -21.5% | +13.5% | -2.8% |
| YTD | +53.2% | -23.0% | +76.3% | +61.5% |
| 1Y | +81.7% | -44.9% | +126.6% | +114.3% |
| 3Y | +535.3% | -50.0% | +585.3% | +631.5% |
| 5Y | +916.4% | -63.3% | +979.7% | +1,140.6% |
| All | +2,397.0% | +19.7% | +2,377.3% | +1,970.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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