+361.0%
VRT vs MSCI
+33.4%
+327.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.2% |
| 7D | -17.7% | +2.7% | -20.4% | -17.8% |
| 30D | -20.0% | +16.2% | -36.2% | -21.2% |
| 3M | -28.1% | +17.1% | -45.1% | -29.3% |
| 6M | -42.8% | +13.0% | -55.9% | -44.0% |
| YTD | +20.0% | +15.8% | +4.2% | +16.1% |
| 1Y | +3.5% | +15.5% | -12.0% | +0.2% |
| All | +361.0% | +33.4% | +327.6% | +318.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling