+2,486.9%
VRT vs TRU
+11.3%
+2,475.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.2% |
| 7D | -8.4% | -2.7% | -5.6% | -7.2% |
| 30D | -10.9% | -2.0% | -8.8% | -10.5% |
| 3M | -13.7% | +18.4% | -32.1% | -22.9% |
| 6M | -4.1% | +8.9% | -13.0% | -11.9% |
| YTD | +58.7% | -8.9% | +67.7% | +56.5% |
| 1Y | +89.6% | -15.9% | +105.5% | +93.0% |
| 3Y | +558.1% | -1.1% | +559.2% | +479.7% |
| 5Y | +953.0% | -35.2% | +988.1% | +1,064.4% |
| All | +2,486.9% | +11.3% | +2,475.6% | +2,176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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