+419.1%
VRT vs NET
+314.6%
+104.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -2.6% | -10.3% | -12.0% |
| 7D | -15.4% | -16.4% | +1.0% | -9.9% |
| 30D | -19.0% | -25.8% | +6.9% | -10.3% |
| 3M | -23.8% | -11.5% | -12.3% | -22.3% |
| 6M | -37.9% | +18.9% | -56.8% | -46.2% |
| YTD | +27.0% | +35.2% | -8.3% | -0.8% |
| 1Y | +13.8% | +14.5% | -0.7% | -2.7% |
| All | +419.1% | +314.6% | +104.5% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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