+2,545.5%
VRT vs SPOT
+191.2%
+2,354.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.1% | -8.5% | -9.3% |
| 7D | +2.4% | -6.5% | +8.9% | +4.3% |
| 30D | -2.7% | +2.2% | -4.9% | -3.8% |
| 3M | -9.2% | +5.4% | -14.6% | -12.0% |
| 6M | -0.5% | -4.0% | +3.5% | -1.8% |
| YTD | +62.3% | -9.9% | +72.3% | +61.7% |
| 1Y | +109.6% | -27.3% | +136.8% | +122.9% |
| 3Y | +573.1% | +236.4% | +336.7% | +353.5% |
| 5Y | +953.6% | +112.6% | +841.0% | +614.9% |
| All | +2,545.5% | +191.2% | +2,354.4% | +1,435.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling