+361.8%
VRT vs STT
+165.4%
+196.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.3% |
| 7D | -21.4% | -2.5% | -18.9% | -19.6% |
| 30D | -25.8% | -5.0% | -20.9% | -22.4% |
| 3M | -33.5% | -10.5% | -23.1% | -27.2% |
| 6M | -49.0% | +10.0% | -59.0% | -51.8% |
| YTD | +12.9% | +30.7% | -17.7% | -5.9% |
| 1Y | 0.0% | +43.8% | -43.7% | -21.9% |
| 3Y | +361.8% | +168.1% | +193.7% | +141.5% |
| All | +361.8% | +165.4% | +196.5% | +141.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling