+139.0%
VRT vs SPOT
-25.6%
+164.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.5% | +6.2% | +3.5% |
| 7D | +13.6% | -2.9% | +16.5% | +13.4% |
| 30D | +6.8% | +8.3% | -1.5% | +7.1% |
| 3M | -3.2% | +5.1% | -8.3% | -2.6% |
| 6M | +20.3% | -6.5% | +26.8% | +23.0% |
| YTD | +79.6% | -9.0% | +88.6% | +86.8% |
| 1Y | +139.0% | -26.4% | +165.4% | +161.8% |
| All | +139.0% | -25.6% | +164.6% | +161.8% |
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 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