+644.6%
VRT vs SPXU
-80.6%
+725.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +5.1% |
| 7D | +13.6% | -1.5% | +15.1% | +12.3% |
| 30D | +6.8% | +3.7% | +3.0% | +10.3% |
| 3M | -3.2% | -9.6% | +6.3% | -8.0% |
| 6M | +20.3% | -32.4% | +52.7% | -6.6% |
| YTD | +79.6% | -28.7% | +108.3% | +48.2% |
| 1Y | +139.0% | -38.2% | +177.2% | +81.8% |
| 3Y | +644.6% | -80.4% | +725.0% | +235.1% |
| All | +644.6% | -80.6% | +725.2% | +235.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling