+2,723.0%
VRT vs GM
+166.6%
+2,556.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.5% | +4.0% |
| 7D | +9.1% | +1.9% | +7.2% | +8.2% |
| 30D | +0.9% | -1.4% | +2.3% | +1.5% |
| 3M | -13.4% | +5.9% | -19.3% | -15.9% |
| 6M | +11.7% | +12.4% | -0.7% | +5.0% |
| YTD | +73.2% | +8.6% | +64.6% | +64.5% |
| 1Y | +123.4% | +52.6% | +70.8% | +78.6% |
| 3Y | +606.2% | +169.7% | +436.5% | +308.2% |
| 5Y | +899.9% | +87.5% | +812.4% | +567.9% |
| All | +2,723.0% | +166.6% | +2,556.4% | +1,155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 all: compounded portfolio wealth divided by compounded GM 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…
all analysis · Full analysis span regression · 6 months rolling