+89.6%
VRT vs ROKU
+62.9%
+26.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | -8.4% | -0.4% | -7.9% | -8.3% |
| 30D | -10.9% | +2.1% | -12.9% | -11.3% |
| 3M | -13.7% | +29.5% | -43.2% | -19.4% |
| 6M | -4.1% | +53.8% | -57.9% | -15.7% |
| YTD | +58.7% | +42.8% | +15.9% | +44.6% |
| 1Y | +89.6% | +60.7% | +28.9% | +66.0% |
| All | +89.6% | +62.9% | +26.7% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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