+953.6%
VRT vs ITOT
+73.3%
+880.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -8.5% |
| 7D | +2.4% | -0.4% | +2.8% | +3.3% |
| 30D | -2.7% | -1.6% | -1.1% | +0.8% |
| 3M | -9.2% | +3.5% | -12.7% | -14.4% |
| 6M | -0.5% | +13.1% | -13.6% | -21.4% |
| YTD | +62.3% | +12.7% | +49.6% | +30.0% |
| 1Y | +109.6% | +18.3% | +91.3% | +54.1% |
| 3Y | +573.1% | +76.4% | +496.7% | +152.5% |
| 5Y | +953.6% | +73.8% | +879.9% | +317.1% |
| All | +953.6% | +73.3% | +880.3% | +317.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling