+976.8%
VRT vs FOXA
+86.6%
+890.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.1% | -7.5% | -8.9% |
| 7D | +2.4% | -5.4% | +7.8% | +4.2% |
| 30D | -2.7% | +1.1% | -3.8% | -3.3% |
| 3M | -9.2% | -6.1% | -3.1% | -8.2% |
| 6M | -0.5% | +8.2% | -8.7% | -5.8% |
| YTD | +62.3% | -11.8% | +74.1% | +67.7% |
| 1Y | +109.6% | +9.9% | +99.7% | +92.4% |
| 3Y | +573.1% | +110.7% | +462.3% | +309.8% |
| All | +976.8% | +86.6% | +890.3% | +596.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling