+379.7%
VRT vs O
+39.0%
+340.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -4.0% |
| 7D | +10.5% | -0.4% | +10.9% | +10.2% |
| 30D | -9.3% | +7.1% | -16.4% | -5.8% |
| 3M | -29.6% | -5.2% | -24.4% | -30.7% |
| 6M | -45.4% | -1.8% | -43.6% | -45.1% |
| YTD | +24.8% | +9.1% | +15.7% | +32.0% |
| 1Y | +23.6% | +9.7% | +13.9% | +31.1% |
| 3Y | +379.7% | +39.1% | +340.5% | +455.9% |
| All | +379.7% | +39.0% | +340.7% | +455.9% |
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