+905.2%
VRT vs TER
+197.9%
+707.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.5% | -1.1% | +1.0% |
| 7D | +9.1% | +0.6% | +8.5% | +8.6% |
| 30D | +0.9% | -8.3% | +9.2% | +5.9% |
| 3M | -13.4% | -12.2% | -1.2% | -9.7% |
| 6M | +11.7% | +17.1% | -5.4% | -7.2% |
| YTD | +73.2% | +84.7% | -11.4% | +6.7% |
| 1Y | +123.4% | +199.9% | -76.5% | -1.4% |
| 3Y | +606.2% | +232.8% | +373.4% | +173.5% |
| All | +905.2% | +197.9% | +707.4% | +269.6% |
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