0.0%
VRT vs TER
+16.5%
-16.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +2.0% |
| 7D | -21.4% | -20.5% | -0.9% | -10.2% |
| 30D | -25.8% | -47.0% | +21.2% | +4.6% |
| 3M | -33.5% | -43.3% | +9.8% | -10.5% |
| 6M | -49.0% | -42.9% | -6.1% | -33.6% |
| YTD | +12.9% | +12.9% | +0.1% | -17.4% |
| 1Y | 0.0% | +18.2% | -18.2% | -28.7% |
| All | 0.0% | +16.5% | -16.4% | -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