+13.8%
VRT vs TER
+42.7%
-28.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -6.8% | -6.1% | -9.2% |
| 7D | -15.4% | -19.9% | +4.5% | -4.5% |
| 30D | -19.0% | -43.5% | +24.6% | +10.0% |
| 3M | -23.8% | -37.8% | +14.0% | -2.9% |
| 6M | -37.9% | -25.6% | -12.3% | -30.8% |
| YTD | +27.0% | +29.8% | -2.9% | -15.0% |
| 1Y | +13.8% | +43.2% | -29.4% | -28.7% |
| All | +13.8% | +42.7% | -28.9% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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