+905.2%
VRT vs NET
+112.9%
+792.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.3% | +5.0% |
| 7D | +9.1% | -7.0% | +16.1% | +11.6% |
| 30D | +0.9% | -4.8% | +5.7% | +2.0% |
| 3M | -13.4% | +3.8% | -17.2% | -15.8% |
| 6M | +11.7% | +50.0% | -38.4% | -8.5% |
| YTD | +73.2% | +41.5% | +31.8% | +43.5% |
| 1Y | +123.4% | +32.8% | +90.6% | +89.1% |
| 3Y | +606.2% | +335.9% | +270.3% | +294.1% |
| All | +905.2% | +112.9% | +792.3% | +495.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling