+2,486.9%
VRT vs QSR
+59.1%
+2,427.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.3% |
| 7D | -8.4% | -4.0% | -4.4% | -6.3% |
| 30D | -10.9% | +2.8% | -13.6% | -12.3% |
| 3M | -13.7% | +5.1% | -18.8% | -17.1% |
| 6M | -4.1% | +8.8% | -12.9% | -10.6% |
| YTD | +58.7% | +14.8% | +43.9% | +42.4% |
| 1Y | +89.6% | +25.7% | +63.9% | +60.2% |
| 3Y | +558.1% | +27.5% | +530.6% | +434.2% |
| 5Y | +953.0% | +41.3% | +911.7% | +696.9% |
| All | +2,486.9% | +59.1% | +2,427.7% | +1,325.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling