+109.6%
VRT vs TER
+223.1%
-113.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.1% | -12.7% | -11.2% |
| 7D | +2.4% | +12.4% | -9.9% | -3.8% |
| 30D | -2.7% | +5.1% | -7.8% | -5.6% |
| 3M | -9.2% | +4.0% | -13.1% | -13.2% |
| 6M | -0.5% | +29.5% | -30.0% | -20.1% |
| YTD | +62.3% | +98.5% | -36.1% | +1.6% |
| 1Y | +109.6% | +234.1% | -124.5% | +0.3% |
| All | +109.6% | +223.1% | -113.5% | +0.3% |
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