+953.6%
VRT vs TRI
-10.1%
+963.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.9% | -7.8% | -9.3% |
| 7D | +2.4% | -8.4% | +10.8% | +3.9% |
| 30D | -2.7% | -6.5% | +3.8% | -1.9% |
| 3M | -9.2% | +18.6% | -27.8% | -15.7% |
| 6M | -0.5% | -10.4% | +9.9% | +3.0% |
| YTD | +62.3% | -23.7% | +86.0% | +86.0% |
| 1Y | +109.6% | -42.5% | +152.0% | +198.3% |
| 3Y | +573.1% | -19.3% | +592.4% | +531.1% |
| 5Y | +953.6% | -9.7% | +963.3% | +666.7% |
| All | +953.6% | -10.1% | +963.7% | +666.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling