+905.2%
VRT vs SPOT
+107.9%
+797.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.2% | +7.5% | +5.5% |
| 7D | +9.1% | -0.9% | +10.0% | +9.4% |
| 30D | +0.9% | +12.5% | -11.6% | -4.2% |
| 3M | -13.4% | +9.9% | -23.3% | -18.3% |
| 6M | +11.7% | +1.6% | +10.1% | +7.0% |
| YTD | +73.2% | -6.6% | +79.8% | +70.0% |
| 1Y | +123.4% | -22.9% | +146.4% | +138.1% |
| 3Y | +606.2% | +244.3% | +361.9% | +278.9% |
| All | +905.2% | +107.9% | +797.4% | +479.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling