+139.0%
VRT vs STT
+74.0%
+65.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +4.5% |
| 7D | +13.6% | +2.2% | +11.4% | +11.9% |
| 30D | +6.8% | +3.9% | +2.9% | +3.8% |
| 3M | -3.2% | +19.2% | -22.4% | -13.6% |
| 6M | +20.3% | +60.4% | -40.0% | -10.7% |
| YTD | +79.6% | +51.5% | +28.1% | +36.1% |
| 1Y | +139.0% | +76.3% | +62.7% | +84.1% |
| All | +139.0% | +74.0% | +65.0% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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