+89.6%
VRT vs SGOV
+3.8%
+85.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +4.6% |
| 7D | -8.4% | 0.0% | -8.4% | -6.0% |
| 30D | -10.9% | +0.3% | -11.2% | +5.1% |
| 3M | -13.7% | +0.9% | -14.6% | +40.7% |
| 6M | -4.1% | +1.8% | -6.0% | +142.7% |
| YTD | +58.7% | +2.5% | +56.2% | +388.8% |
| 1Y | +89.6% | +3.8% | +85.8% | +1,255.9% |
| All | +89.6% | +3.8% | +85.8% | +1,255.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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