+13.8%
VRT vs SU
+88.1%
-74.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -4.5% | -8.4% | -12.4% |
| 7D | -15.4% | -7.1% | -8.3% | -14.7% |
| 30D | -19.0% | +4.8% | -23.7% | -18.6% |
| 3M | -23.8% | +12.5% | -36.3% | -24.1% |
| 6M | -37.9% | +6.5% | -44.3% | -36.9% |
| YTD | +27.0% | +65.8% | -38.8% | -2.1% |
| 1Y | +13.8% | +86.2% | -72.4% | -17.5% |
| All | +13.8% | +88.1% | -74.3% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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