+92.5%
VRT vs TRU
-17.5%
+110.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.8% | -8.8% | -9.8% |
| 7D | +2.4% | -6.5% | +8.9% | +0.9% |
| 30D | -2.7% | -2.5% | -0.2% | -3.1% |
| 3M | -9.2% | +10.4% | -19.5% | -6.8% |
| 6M | -0.5% | +1.6% | -2.2% | +1.7% |
| YTD | +62.3% | -9.7% | +72.0% | +65.3% |
| All | +92.5% | -17.5% | +110.0% | +94.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling