+567.3%
VRT vs O
+10.1%
+557.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.2% | +3.6% |
| 7D | -21.4% | +3.7% | -25.1% | -22.0% |
| 30D | -25.8% | +11.2% | -37.0% | -27.8% |
| 3M | -33.5% | -4.0% | -29.6% | -32.9% |
| 6M | -49.0% | -5.2% | -43.8% | -48.5% |
| YTD | +12.9% | +9.5% | +3.5% | +8.6% |
| 1Y | 0.0% | +10.6% | -10.6% | -4.3% |
| 3Y | +361.8% | +38.1% | +323.7% | +255.6% |
| All | +567.3% | +10.1% | +557.2% | +530.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling