+1,917.9%
VRT vs NDAQ
+305.3%
+1,612.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.3% | +8.3% | +9.0% |
| 7D | -10.6% | -0.1% | -10.5% | -10.6% |
| 30D | -17.4% | +15.9% | -33.3% | -24.0% |
| 3M | -26.4% | +15.1% | -41.5% | -32.1% |
| 6M | -41.0% | +22.9% | -63.9% | -48.5% |
| YTD | +23.8% | +12.8% | +11.0% | +12.3% |
| 1Y | +11.6% | +26.0% | -14.4% | -5.7% |
| 3Y | +403.5% | +119.7% | +283.8% | +205.2% |
| 5Y | +647.0% | +65.4% | +581.6% | +422.2% |
| All | +1,917.9% | +305.3% | +1,612.6% | +917.6% |
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