+6.8%
VRT vs TER
+30.8%
-24.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +12.7% | -3.1% | +2.5% |
| 7D | -10.6% | -5.8% | -4.8% | -7.1% |
| 30D | -17.4% | -38.9% | +21.5% | +7.5% |
| 3M | -26.4% | -35.1% | +8.7% | -8.2% |
| 6M | -41.0% | -31.6% | -9.4% | -30.8% |
| YTD | +23.8% | +27.2% | -3.4% | -15.2% |
| All | +6.8% | +30.8% | -24.0% | -29.0% |
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