+916.4%
VRT vs SU
+341.5%
+574.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.6% |
| 7D | -7.7% | +1.7% | -9.4% | -8.3% |
| 30D | -12.0% | +9.6% | -21.6% | -14.9% |
| 3M | -11.7% | +11.7% | -23.4% | -15.8% |
| 6M | -8.1% | +21.9% | -30.0% | -16.1% |
| YTD | +53.2% | +58.6% | -5.4% | +26.5% |
| 1Y | +81.7% | +66.5% | +15.1% | +46.8% |
| 3Y | +535.3% | +121.4% | +413.9% | +365.5% |
| 5Y | +916.4% | +355.7% | +560.7% | +592.5% |
| All | +916.4% | +341.5% | +574.9% | +592.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling