+1,310.6%
VRT vs JAAA
+29.4%
+1,281.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.4% |
| 7D | -8.4% | +0.1% | -8.4% | -8.5% |
| 30D | -10.9% | +0.5% | -11.4% | -12.0% |
| 3M | -13.7% | +1.3% | -15.0% | -16.3% |
| 6M | -4.1% | +2.8% | -6.9% | -10.4% |
| YTD | +58.7% | +3.3% | +55.5% | +47.0% |
| 1Y | +89.6% | +4.9% | +84.7% | +69.8% |
| 3Y | +558.1% | +19.0% | +539.2% | +478.8% |
| 5Y | +953.0% | +26.9% | +926.1% | +839.3% |
| All | +1,310.6% | +29.4% | +1,281.3% | +1,140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling