+2,723.0%
VRT vs TER
+766.8%
+1,956.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.5% | -1.1% | +1.6% |
| 7D | +9.1% | +0.6% | +8.5% | +8.7% |
| 30D | +0.9% | -8.3% | +9.2% | +5.2% |
| 3M | -13.4% | -12.2% | -1.2% | -9.8% |
| 6M | +11.7% | +17.1% | -5.4% | -2.7% |
| YTD | +73.2% | +84.7% | -11.4% | +19.4% |
| 1Y | +123.4% | +199.9% | -76.5% | +19.4% |
| 3Y | +606.2% | +232.8% | +373.4% | +249.6% |
| 5Y | +899.9% | +198.6% | +701.3% | +406.3% |
| All | +2,723.0% | +766.8% | +1,956.2% | +960.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling