+13.8%
VRT vs SPOT
+0.4%
+13.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.6% | -17.5% | -11.9% |
| 7D | -15.4% | +16.6% | -32.0% | -12.5% |
| 30D | -19.0% | +29.9% | -48.9% | -14.7% |
| 3M | -23.8% | +31.3% | -55.1% | -20.1% |
| 6M | -37.9% | +43.2% | -81.1% | -35.8% |
| YTD | +27.0% | +8.1% | +18.9% | +35.1% |
| 1Y | +13.8% | -0.3% | +14.1% | +22.3% |
| All | +13.8% | +0.4% | +13.4% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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