+2,010.2%
VRT vs O
+63.0%
+1,947.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +18.6% | -0.4% | +19.0% | +18.9% |
| 30D | -11.7% | +8.3% | -19.9% | -15.5% |
| 3M | -27.3% | -4.0% | -23.3% | -26.3% |
| 6M | -42.9% | -2.6% | -40.2% | -43.1% |
| YTD | +29.5% | +9.9% | +19.6% | +21.1% |
| 1Y | +21.0% | +9.8% | +11.2% | +13.1% |
| 3Y | +403.1% | +39.7% | +363.4% | +286.4% |
| 5Y | +688.8% | +9.2% | +679.7% | +616.5% |
| All | +2,010.2% | +63.0% | +1,947.2% | +1,552.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling