+2,826.7%
VRT vs NDAQ
+253.8%
+2,572.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +4.7% |
| 7D | +13.6% | -2.6% | +16.2% | +15.1% |
| 30D | +6.8% | +0.5% | +6.3% | +6.3% |
| 3M | -3.2% | +9.9% | -13.1% | -9.6% |
| 6M | +20.3% | +8.2% | +12.1% | +12.3% |
| YTD | +79.6% | -1.5% | +81.1% | +75.9% |
| 1Y | +139.0% | +1.3% | +137.7% | +128.9% |
| 3Y | +644.6% | +92.6% | +552.0% | +384.6% |
| 5Y | +1,024.4% | +53.8% | +970.5% | +727.7% |
| All | +2,826.7% | +253.8% | +2,572.9% | +1,494.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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