+379.7%
VRT vs TRU
+58.0%
+321.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | +10.5% | 0.0% | +10.5% | +10.5% |
| 30D | -9.3% | +21.3% | -30.6% | -14.6% |
| 3M | -29.6% | +0.2% | -29.8% | -30.4% |
| 6M | -45.4% | +22.4% | -67.7% | -50.6% |
| YTD | +24.8% | -4.8% | +29.6% | +23.1% |
| 1Y | +23.6% | -0.2% | +23.8% | +18.7% |
| 3Y | +379.7% | +57.9% | +321.7% | +271.5% |
| All | +379.7% | +58.0% | +321.7% | +271.5% |
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