+379.7%
VRT vs SE
+65.6%
+314.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -4.1% |
| 7D | +10.5% | -0.5% | +11.0% | +10.7% |
| 30D | -9.3% | -20.9% | +11.6% | -0.9% |
| 3M | -29.6% | -38.9% | +9.3% | -15.1% |
| 6M | -45.4% | -19.4% | -25.9% | -42.1% |
| YTD | +24.8% | -40.9% | +65.7% | +49.1% |
| 1Y | +23.6% | -46.2% | +69.8% | +54.1% |
| 3Y | +379.7% | +63.7% | +316.0% | +337.4% |
| All | +379.7% | +65.6% | +314.0% | +337.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 3y: compounded portfolio wealth divided by compounded SE 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…
3y analysis · Full analysis span regression · 6 months rolling