+13.8%
VRT vs FOXA
+11.1%
+2.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.8% | -16.7% | -11.8% |
| 7D | -15.4% | +9.9% | -25.3% | -13.2% |
| 30D | -19.0% | +10.0% | -28.9% | -16.7% |
| 3M | -23.8% | +18.4% | -42.2% | -20.2% |
| 6M | -37.9% | +12.2% | -50.1% | -34.5% |
| YTD | +27.0% | -3.8% | +30.8% | +32.1% |
| 1Y | +13.8% | +8.9% | +4.9% | +21.9% |
| All | +13.8% | +11.1% | +2.7% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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