+21.0%
VRT vs IYR
+8.9%
+12.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.4% |
| 7D | +18.6% | -0.1% | +18.7% | +18.5% |
| 30D | -11.7% | +5.7% | -17.4% | -10.4% |
| 3M | -27.3% | -0.6% | -26.7% | -26.7% |
| 6M | -42.9% | +0.5% | -43.4% | -42.7% |
| YTD | +29.5% | +10.4% | +19.1% | +18.8% |
| 1Y | +21.0% | +9.2% | +11.9% | +13.2% |
| All | +21.0% | +8.9% | +12.1% | +13.2% |
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