+45.5%
VRT vs Q
+71.3%
-25.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.1% |
| 7D | +9.1% | +0.2% | +8.9% | +8.9% |
| 30D | +0.9% | -11.1% | +12.1% | +9.6% |
| 3M | -13.4% | -22.1% | +8.7% | +4.2% |
| 6M | +11.7% | +0.5% | +11.2% | +11.8% |
| YTD | +73.2% | +47.8% | +25.4% | +38.0% |
| All | +45.5% | +71.3% | -25.8% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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