+644.6%
VRT vs TE
-20.2%
+664.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.0% | -6.3% | +2.3% |
| 7D | +13.6% | +18.2% | -4.6% | +11.0% |
| 30D | +6.8% | -13.5% | +20.3% | +8.5% |
| 3M | -3.2% | -44.6% | +41.4% | +3.5% |
| 6M | +20.3% | -24.7% | +45.0% | +20.8% |
| YTD | +79.6% | -24.3% | +103.8% | +78.2% |
| 1Y | +139.0% | +155.6% | -16.6% | +97.3% |
| 3Y | +644.6% | -18.3% | +662.9% | +652.5% |
| All | +644.6% | -20.2% | +664.8% | +652.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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