+2,010.2%
VRT vs MSCI
+334.5%
+1,675.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.2% |
| 7D | +18.6% | -0.7% | +19.3% | +18.9% |
| 30D | -11.7% | +16.2% | -27.8% | -18.1% |
| 3M | -27.3% | +16.1% | -43.4% | -32.8% |
| 6M | -42.9% | +12.9% | -55.8% | -47.8% |
| YTD | +29.5% | +14.8% | +14.7% | +15.4% |
| 1Y | +21.0% | +13.8% | +7.3% | +8.3% |
| 3Y | +403.1% | +31.2% | +371.9% | +300.4% |
| 5Y | +688.8% | +5.6% | +683.3% | +586.3% |
| All | +2,010.2% | +334.5% | +1,675.6% | +1,116.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling