+644.6%
VRT vs SNOW
+103.1%
+541.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.8% |
| 7D | +13.6% | +4.9% | +8.7% | +11.9% |
| 30D | +6.8% | +1.5% | +5.2% | +5.9% |
| 3M | -3.2% | +39.5% | -42.8% | -12.0% |
| 6M | +20.3% | +85.9% | -65.6% | -2.9% |
| YTD | +79.6% | +52.9% | +26.6% | +55.5% |
| 1Y | +139.0% | +48.1% | +90.9% | +109.0% |
| 3Y | +644.6% | +102.2% | +542.4% | +419.1% |
| All | +644.6% | +103.1% | +541.5% | +419.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 SNOW 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