+2,826.7%
VRT vs ROP
+40.7%
+2,786.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.9% | +6.5% | +5.1% |
| 7D | +13.6% | -5.4% | +19.0% | +16.5% |
| 30D | +6.8% | -1.6% | +8.4% | +7.2% |
| 3M | -3.2% | +18.8% | -22.1% | -14.2% |
| 6M | +20.3% | +8.2% | +12.1% | +11.1% |
| YTD | +79.6% | -10.5% | +90.1% | +84.7% |
| 1Y | +139.0% | -23.7% | +162.7% | +172.4% |
| 3Y | +644.6% | -17.9% | +662.5% | +709.6% |
| 5Y | +1,024.4% | -15.3% | +1,039.7% | +1,096.9% |
| All | +2,826.7% | +40.7% | +2,786.0% | +2,390.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling