+8.6%
VRT vs IYR
+9.9%
-1.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.2% |
| 7D | -17.7% | +2.1% | -19.8% | -16.9% |
| 30D | -20.0% | +7.2% | -27.2% | -18.8% |
| 3M | -28.1% | +0.4% | -28.5% | -27.4% |
| 6M | -42.8% | +1.4% | -44.3% | -42.6% |
| YTD | +20.0% | +11.3% | +8.6% | +9.4% |
| All | +8.6% | +9.9% | -1.3% | +2.9% |
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