+535.3%
VRT vs ITOT
+74.3%
+461.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.0% |
| 7D | -7.7% | -2.0% | -5.7% | -2.9% |
| 30D | -12.0% | -2.0% | -10.0% | -7.5% |
| 3M | -11.7% | +4.5% | -16.2% | -19.4% |
| 6M | -8.1% | +12.6% | -20.7% | -29.3% |
| YTD | +53.2% | +12.0% | +41.2% | +20.2% |
| 1Y | +81.7% | +17.3% | +64.4% | +29.7% |
| All | +535.3% | +74.3% | +461.0% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling