+611.0%
VRT vs NDAQ
+96.0%
+515.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.2% | +5.1% |
| 7D | +9.1% | -2.4% | +11.6% | +10.1% |
| 30D | +0.9% | +2.5% | -1.5% | -0.1% |
| 3M | -13.4% | +9.9% | -23.3% | -17.3% |
| 6M | +11.7% | +9.4% | +2.3% | +6.0% |
| YTD | +73.2% | +0.4% | +72.8% | +73.3% |
| 1Y | +123.4% | +4.0% | +119.4% | +116.6% |
| All | +611.0% | +96.0% | +515.0% | +436.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling