+23.6%
VRT vs IYR
+9.7%
+13.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | +10.5% | +0.6% | +9.9% | +10.6% |
| 30D | -9.3% | +6.6% | -15.9% | -7.8% |
| 3M | -29.6% | -1.8% | -27.8% | -29.3% |
| 6M | -45.4% | +1.4% | -46.8% | -45.6% |
| YTD | +24.8% | +10.5% | +14.3% | +17.2% |
| 1Y | +23.6% | +10.6% | +13.0% | +16.0% |
| All | +23.6% | +9.7% | +13.9% | +16.0% |
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