+89.6%
VRT vs FOXA
+16.6%
+73.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.8% |
| 7D | -8.4% | +0.8% | -9.2% | -8.2% |
| 30D | -10.9% | +5.0% | -15.9% | -9.9% |
| 3M | -13.7% | -3.0% | -10.7% | -11.5% |
| 6M | -4.1% | +14.8% | -18.9% | -0.2% |
| YTD | +58.7% | -8.9% | +67.7% | +63.6% |
| 1Y | +89.6% | +13.3% | +76.3% | +94.0% |
| All | +89.6% | +16.6% | +73.1% | +94.0% |
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