+558.1%
VRT vs SU
+120.0%
+438.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.7% |
| 7D | -8.4% | +2.2% | -10.6% | -9.2% |
| 30D | -10.9% | +8.4% | -19.3% | -13.8% |
| 3M | -13.7% | +12.1% | -25.8% | -18.3% |
| 6M | -4.1% | +19.7% | -23.8% | -13.6% |
| YTD | +58.7% | +58.4% | +0.3% | +24.4% |
| 1Y | +89.6% | +67.2% | +22.4% | +43.9% |
| 3Y | +558.1% | +125.0% | +433.1% | +378.8% |
| All | +558.1% | +120.0% | +438.2% | +378.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling