+619.5%
VRT vs TER
+234.6%
+384.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.5% | -1.1% | +1.3% |
| 7D | +9.1% | +0.6% | +8.5% | +8.6% |
| 30D | +0.9% | -8.3% | +9.2% | +5.5% |
| 3M | -13.4% | -12.2% | -1.2% | -9.6% |
| 6M | +11.7% | +17.1% | -5.4% | -5.6% |
| YTD | +73.2% | +84.7% | -11.4% | +11.0% |
| 1Y | +123.4% | +199.9% | -76.5% | +5.7% |
| All | +619.5% | +234.6% | +384.9% | +206.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling