+976.8%
VRT vs TRU
-36.6%
+1,013.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.8% | -8.8% | -9.3% |
| 7D | +2.4% | -6.5% | +8.9% | +5.3% |
| 30D | -2.7% | -2.5% | -0.2% | -2.1% |
| 3M | -9.2% | +10.4% | -19.5% | -16.2% |
| 6M | -0.5% | +1.6% | -2.2% | -5.5% |
| YTD | +62.3% | -9.7% | +72.0% | +61.1% |
| 1Y | +109.6% | -17.3% | +126.8% | +115.8% |
| 3Y | +573.1% | -1.8% | +574.9% | +498.6% |
| All | +976.8% | -36.6% | +1,013.4% | +1,320.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling