+2,723.0%
VRT vs SPOT
+202.0%
+2,521.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.2% | +7.5% | +5.2% |
| 7D | +9.1% | -0.9% | +10.0% | +9.3% |
| 30D | +0.9% | +12.5% | -11.6% | -3.0% |
| 3M | -13.4% | +9.9% | -23.3% | -17.1% |
| 6M | +11.7% | +1.6% | +10.1% | +8.2% |
| YTD | +73.2% | -6.6% | +79.8% | +70.8% |
| 1Y | +123.4% | -22.9% | +146.4% | +133.5% |
| 3Y | +606.2% | +244.3% | +361.9% | +372.6% |
| 5Y | +899.9% | +117.8% | +782.1% | +572.8% |
| All | +2,723.0% | +202.0% | +2,521.1% | +1,522.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling