+1,740.6%
VRT vs MSCI
+327.5%
+1,413.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.7% | +4.5% |
| 7D | -21.4% | +2.8% | -24.2% | -22.6% |
| 30D | -25.8% | +15.4% | -41.2% | -31.1% |
| 3M | -33.5% | +13.4% | -46.9% | -37.9% |
| 6M | -49.0% | +10.9% | -59.9% | -53.0% |
| YTD | +12.9% | +13.0% | 0.0% | +1.4% |
| 1Y | 0.0% | +12.0% | -12.0% | -10.0% |
| 3Y | +361.8% | +34.1% | +327.7% | +262.1% |
| 5Y | +565.1% | +3.9% | +561.3% | +482.8% |
| All | +1,740.6% | +327.5% | +1,413.1% | +968.6% |
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