+1,934.0%
VRT vs TRI
+209.9%
+1,724.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.7% | -3.6% |
| 7D | +10.5% | -2.9% | +13.4% | +11.1% |
| 30D | -9.3% | +3.7% | -13.0% | -11.6% |
| 3M | -29.6% | +3.7% | -33.3% | -32.1% |
| 6M | -45.4% | +35.1% | -80.5% | -54.4% |
| YTD | +24.8% | -14.0% | +38.8% | +29.3% |
| 1Y | +23.6% | -19.0% | +42.6% | +33.5% |
| 3Y | +379.7% | -12.0% | +391.7% | +362.3% |
| 5Y | +660.3% | +0.6% | +659.7% | +552.9% |
| All | +1,934.0% | +209.9% | +1,724.1% | +1,040.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling