+644.6%
VRT vs TRU
-1.9%
+646.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.8% | +6.5% | +4.3% |
| 7D | +13.6% | -7.2% | +20.8% | +15.5% |
| 30D | +6.8% | -2.8% | +9.6% | +7.2% |
| 3M | -3.2% | +13.0% | -16.2% | -8.2% |
| 6M | +20.3% | +0.7% | +19.7% | +17.8% |
| YTD | +79.6% | -9.0% | +88.6% | +80.3% |
| 1Y | +139.0% | -16.3% | +155.3% | +146.5% |
| 3Y | +644.6% | -1.1% | +645.7% | +700.0% |
| All | +644.6% | -1.9% | +646.5% | +700.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling