+682.7%
VRT vs NI
+112.8%
+569.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | +18.6% | +3.1% | +15.5% | +17.1% |
| 30D | -11.7% | +11.2% | -22.8% | -15.7% |
| 3M | -27.3% | +9.8% | -37.1% | -30.2% |
| 6M | -42.9% | -1.6% | -41.3% | -42.8% |
| YTD | +29.5% | +12.6% | +16.8% | +22.1% |
| 1Y | +21.0% | +7.8% | +13.3% | +16.4% |
| 3Y | +403.1% | +100.5% | +302.6% | +279.8% |
| All | +682.7% | +112.8% | +569.9% | +481.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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