+13.8%
VRT vs SLB
+45.4%
-31.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -1.1% | -11.8% | -12.5% |
| 7D | -15.4% | -4.1% | -11.3% | -14.1% |
| 30D | -19.0% | +2.5% | -21.5% | -19.6% |
| 3M | -23.8% | +2.0% | -25.8% | -24.6% |
| 6M | -37.9% | -6.3% | -31.5% | -36.3% |
| YTD | +27.0% | +36.5% | -9.6% | +13.8% |
| 1Y | +13.8% | +46.2% | -32.4% | +0.1% |
| All | +13.8% | +45.4% | -31.6% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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