+644.6%
VRT vs MO
+95.5%
+549.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +3.3% |
| 7D | +13.6% | -2.0% | +15.6% | +12.8% |
| 30D | +6.8% | -0.3% | +7.0% | +7.0% |
| 3M | -3.2% | -2.9% | -0.3% | -3.4% |
| 6M | +20.3% | +5.8% | +14.6% | +23.5% |
| YTD | +79.6% | +22.0% | +57.6% | +94.7% |
| 1Y | +139.0% | +10.7% | +128.3% | +150.1% |
| 3Y | +644.6% | +94.4% | +550.2% | +705.4% |
| All | +644.6% | +95.5% | +549.1% | +705.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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