+109.6%
VRT vs FND
-45.4%
+155.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.7% | -8.9% | -9.6% |
| 7D | +2.4% | -0.8% | +3.2% | +2.4% |
| 30D | -2.7% | -19.6% | +16.9% | -1.3% |
| 3M | -9.2% | -4.3% | -4.8% | -9.4% |
| 6M | -0.5% | -20.4% | +19.9% | +0.7% |
| YTD | +62.3% | -21.9% | +84.2% | +64.3% |
| 1Y | +109.6% | -45.2% | +154.8% | +98.8% |
| All | +109.6% | -45.4% | +155.0% | +98.8% |
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