+139.0%
VRT vs RVTY
+48.7%
+90.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +4.1% |
| 7D | +13.6% | +0.4% | +13.2% | +13.5% |
| 30D | +6.8% | +10.8% | -4.1% | +4.6% |
| 3M | -3.2% | +26.8% | -30.0% | -8.3% |
| 6M | +20.3% | +39.3% | -19.0% | +9.5% |
| YTD | +79.6% | +31.6% | +48.0% | +61.0% |
| 1Y | +139.0% | +47.7% | +91.3% | +108.2% |
| All | +139.0% | +48.7% | +90.3% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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