+13.8%
VRT vs IYR
+12.4%
+1.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.1% | -16.0% | -11.6% |
| 7D | -15.4% | +6.9% | -22.3% | -13.6% |
| 30D | -19.0% | +10.2% | -29.2% | -17.1% |
| 3M | -23.8% | -0.3% | -23.5% | -23.0% |
| 6M | -37.9% | +3.6% | -41.5% | -37.9% |
| YTD | +27.0% | +12.5% | +14.5% | +19.7% |
| 1Y | +13.8% | +12.4% | +1.3% | +7.3% |
| All | +13.8% | +12.4% | +1.4% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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