+21.0%
VRT vs FND
-23.4%
+44.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.4% | +5.9% | +1.7% |
| 7D | +18.6% | -5.1% | +23.8% | +19.0% |
| 30D | -11.7% | +9.2% | -20.8% | -12.1% |
| 3M | -27.3% | -17.7% | -9.6% | -25.6% |
| 6M | -42.9% | +2.5% | -45.3% | -43.1% |
| YTD | +29.5% | -19.8% | +49.3% | +28.4% |
| 1Y | +21.0% | -22.7% | +43.7% | +20.9% |
| All | +21.0% | -23.4% | +44.5% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling