+28.2%
VRT vs NDAQ
+24.7%
+3.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.5% | +1.3% |
| 7D | +18.6% | +1.7% | +16.9% | +19.0% |
| 30D | -11.7% | +16.2% | -27.9% | -8.6% |
| 3M | -27.3% | +14.0% | -41.2% | -25.1% |
| 6M | -42.9% | +22.3% | -65.1% | -39.7% |
| YTD | +29.5% | +13.0% | +16.5% | +42.0% |
| All | +28.2% | +24.7% | +3.6% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling