+688.8%
VRT vs TER
+86.7%
+602.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +2.0% |
| 7D | +18.6% | +24.0% | -5.4% | +3.9% |
| 30D | -11.7% | -30.6% | +19.0% | +10.1% |
| 3M | -27.3% | -34.5% | +7.2% | -7.4% |
| 6M | -42.9% | -26.4% | -16.5% | -35.4% |
| YTD | +29.5% | +36.4% | -6.9% | -6.0% |
| 1Y | +21.0% | +47.4% | -26.4% | -16.3% |
| 3Y | +403.1% | +202.6% | +200.6% | +95.1% |
| 5Y | +688.8% | +83.9% | +604.9% | +273.7% |
| All | +688.8% | +86.7% | +602.1% | +273.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling