+81.7%
VRT vs MSCI
-2.9%
+84.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.4% | -6.1% |
| 7D | -7.7% | -4.7% | -3.0% | -9.5% |
| 30D | -12.0% | -2.2% | -9.8% | -12.6% |
| 3M | -11.7% | -9.7% | -2.0% | -13.9% |
| 6M | -8.1% | +0.3% | -8.3% | -7.1% |
| YTD | +53.2% | -3.5% | +56.7% | +56.2% |
| 1Y | +81.7% | -1.4% | +83.0% | +86.9% |
| All | +81.7% | -2.9% | +84.5% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSCI 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling