+6.8%
VRT vs MSCI
+12.7%
-5.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.8% | +8.8% | +10.0% |
| 7D | -10.6% | +1.5% | -12.1% | -9.6% |
| 30D | -17.4% | +14.4% | -31.8% | -12.2% |
| 3M | -26.4% | +15.2% | -41.6% | -21.4% |
| 6M | -41.0% | +11.2% | -52.2% | -36.8% |
| YTD | +23.8% | +13.9% | +9.9% | +37.8% |
| All | +6.8% | +12.7% | -5.9% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling