+123.4%
VRT vs P
+32.0%
+91.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.4% | +3.0% | +3.7% |
| 7D | +9.1% | +6.5% | +2.6% | +5.7% |
| 30D | +0.9% | +18.8% | -17.9% | -9.2% |
| 3M | -13.4% | +26.7% | -40.1% | -24.6% |
| 6M | +11.7% | +62.2% | -50.5% | -15.2% |
| YTD | +73.2% | +48.5% | +24.7% | +36.3% |
| 1Y | +123.4% | +26.4% | +97.0% | +72.8% |
| All | +123.4% | +32.0% | +91.4% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling