+2,545.5%
VRT vs SU
+125.6%
+2,419.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -10.2% |
| 7D | +2.4% | +1.6% | +0.8% | +1.8% |
| 30D | -2.7% | +10.7% | -13.4% | -6.1% |
| 3M | -9.2% | +13.5% | -22.7% | -13.9% |
| 6M | -0.5% | +21.8% | -22.3% | -8.6% |
| YTD | +62.3% | +58.8% | +3.5% | +36.1% |
| 1Y | +109.6% | +72.0% | +37.5% | +70.5% |
| 3Y | +573.1% | +121.7% | +451.4% | +400.2% |
| 5Y | +953.6% | +350.4% | +603.2% | +503.8% |
| All | +2,545.5% | +125.6% | +2,419.9% | +1,234.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling