+379.7%
VRT vs ITOT
+77.6%
+302.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -2.7% |
| 7D | +10.5% | +2.5% | +8.0% | +4.5% |
| 30D | -9.3% | -1.7% | -7.6% | -4.3% |
| 3M | -29.6% | -3.4% | -26.2% | -22.2% |
| 6M | -45.4% | +2.1% | -47.5% | -46.5% |
| YTD | +24.8% | +11.5% | +13.3% | +0.5% |
| 1Y | +23.6% | +13.6% | +10.0% | -4.1% |
| 3Y | +379.7% | +77.2% | +302.5% | +58.2% |
| All | +379.7% | +77.6% | +302.0% | +58.2% |
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