+573.1%
VRT vs TRI
-19.2%
+592.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.9% | -7.8% | -9.7% |
| 7D | +2.4% | -8.4% | +10.8% | +1.9% |
| 30D | -2.7% | -6.5% | +3.8% | -3.0% |
| 3M | -9.2% | +18.6% | -27.8% | -9.5% |
| 6M | -0.5% | -10.4% | +9.9% | +5.1% |
| YTD | +62.3% | -23.7% | +86.0% | +84.2% |
| 1Y | +109.6% | -42.5% | +152.0% | +176.5% |
| All | +573.1% | -19.2% | +592.3% | +557.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling