+361.8%
VRT vs LIN
+36.4%
+325.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.7% |
| 7D | -21.4% | +0.2% | -21.5% | -21.5% |
| 30D | -25.8% | +6.5% | -32.3% | -27.4% |
| 3M | -33.5% | +5.5% | -39.0% | -34.8% |
| 6M | -49.0% | +3.3% | -52.4% | -50.1% |
| YTD | +12.9% | +22.0% | -9.1% | +1.8% |
| 1Y | 0.0% | +25.7% | -25.7% | -11.4% |
| 3Y | +361.8% | +36.2% | +325.6% | +305.5% |
| All | +361.8% | +36.4% | +325.4% | +305.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 3y: compounded portfolio wealth divided by compounded LIN 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…
3y analysis · Full analysis span regression · 6 months rolling