+23.6%
VRT vs SPOT
-5.9%
+29.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.4% | -6.0% | -3.1% |
| 7D | +10.5% | +1.6% | +8.9% | +10.9% |
| 30D | -9.3% | +16.9% | -26.2% | -6.2% |
| 3M | -29.6% | +23.0% | -52.6% | -26.8% |
| 6M | -45.4% | +42.2% | -87.5% | -44.2% |
| YTD | +24.8% | +5.5% | +19.3% | +35.9% |
| 1Y | +23.6% | -5.1% | +28.7% | +38.5% |
| All | +23.6% | -5.9% | +29.5% | +38.5% |
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