+13.8%
VRT vs GILD
+45.2%
-31.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.2% | -17.1% | -13.2% |
| 7D | -15.4% | +9.6% | -25.0% | -16.4% |
| 30D | -19.0% | +20.6% | -39.6% | -21.7% |
| 3M | -23.8% | +29.7% | -53.6% | -28.6% |
| 6M | -37.9% | +33.1% | -71.0% | -42.4% |
| YTD | +27.0% | +44.7% | -17.7% | +24.4% |
| 1Y | +13.8% | +45.4% | -31.6% | +11.9% |
| All | +13.8% | +45.2% | -31.4% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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