+567.3%
VRT vs SPOT
+110.1%
+457.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.3% | +4.1% |
| 7D | -21.4% | +1.6% | -23.0% | -21.9% |
| 30D | -25.8% | +17.6% | -43.4% | -30.8% |
| 3M | -33.5% | +26.9% | -60.5% | -40.6% |
| 6M | -49.0% | +41.8% | -90.8% | -57.5% |
| YTD | +12.9% | +3.8% | +9.1% | +5.0% |
| 1Y | 0.0% | -2.5% | +2.5% | -4.6% |
| 3Y | +361.8% | +260.6% | +101.2% | +139.0% |
| All | +567.3% | +110.1% | +457.2% | +305.9% |
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