+361.8%
VRT vs O
+37.3%
+324.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.2% | +3.1% |
| 7D | -21.4% | +3.7% | -25.1% | -19.7% |
| 30D | -25.8% | +11.2% | -37.0% | -21.7% |
| 3M | -33.5% | -4.0% | -29.6% | -34.1% |
| 6M | -49.0% | -5.2% | -43.8% | -49.3% |
| YTD | +12.9% | +9.5% | +3.5% | +19.7% |
| 1Y | 0.0% | +10.6% | -10.6% | +6.6% |
| 3Y | +361.8% | +38.1% | +323.7% | +428.8% |
| All | +361.8% | +37.3% | +324.5% | +428.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling