+6.8%
VRT vs SPOT
-1.8%
+8.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.0% | +8.6% | +9.8% |
| 7D | -10.6% | +2.5% | -13.1% | -10.0% |
| 30D | -17.4% | +15.1% | -32.5% | -14.7% |
| 3M | -26.4% | +24.8% | -51.2% | -23.4% |
| 6M | -41.0% | +45.8% | -86.8% | -39.9% |
| YTD | +23.8% | +4.9% | +18.9% | +30.9% |
| All | +6.8% | -1.8% | +8.6% | +12.7% |
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