+123.4%
VRT vs SPXU
-40.4%
+163.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.1% | +5.5% |
| 7D | +9.1% | -0.1% | +9.2% | +9.1% |
| 30D | +0.9% | +0.8% | +0.1% | +1.9% |
| 3M | -13.4% | -4.7% | -8.7% | -14.0% |
| 6M | +11.7% | -29.6% | +41.3% | -11.8% |
| YTD | +73.2% | -29.9% | +103.1% | +38.1% |
| 1Y | +123.4% | -39.1% | +162.5% | +51.2% |
| All | +123.4% | -40.4% | +163.8% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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