+89.6%
VRT vs QSR
+28.6%
+61.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.7% |
| 7D | -8.4% | -4.0% | -4.4% | -9.3% |
| 30D | -10.9% | +2.8% | -13.6% | -10.3% |
| 3M | -13.7% | +5.1% | -18.8% | -12.5% |
| 6M | -4.1% | +8.8% | -12.9% | -3.0% |
| YTD | +58.7% | +14.8% | +43.9% | +60.3% |
| 1Y | +89.6% | +25.7% | +63.9% | +86.1% |
| All | +89.6% | +28.6% | +61.0% | +86.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling