+123.4%
VRT vs GILD
+36.9%
+86.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +9.1% | +3.7% | +5.5% | +8.3% |
| 30D | +0.9% | +14.6% | -13.7% | -2.5% |
| 3M | -13.4% | +17.7% | -31.0% | -17.4% |
| 6M | +11.7% | +3.1% | +8.6% | +13.4% |
| YTD | +73.2% | +24.5% | +48.7% | +79.1% |
| 1Y | +123.4% | +37.4% | +86.0% | +150.4% |
| All | +123.4% | +36.9% | +86.5% | +150.4% |
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