+953.6%
VRT vs SPXU
-85.9%
+1,039.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.4% | -11.0% | -8.6% |
| 7D | +2.4% | +1.3% | +1.1% | +3.5% |
| 30D | -2.7% | +5.1% | -7.8% | +1.2% |
| 3M | -9.2% | -9.1% | 0.0% | -12.5% |
| 6M | -0.5% | -29.6% | +29.1% | -17.5% |
| YTD | +62.3% | -27.7% | +90.0% | +39.6% |
| 1Y | +109.6% | -37.0% | +146.5% | +68.9% |
| 3Y | +573.1% | -80.2% | +653.2% | +244.2% |
| 5Y | +953.6% | -86.0% | +1,039.7% | +498.7% |
| All | +953.6% | -85.9% | +1,039.5% | +498.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling