+2,723.0%
VRT vs TRU
+14.4%
+2,708.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.9% | +10.3% | +7.1% |
| 7D | +9.1% | -6.8% | +15.9% | +12.4% |
| 30D | +0.9% | 0.0% | +0.9% | +0.4% |
| 3M | -13.4% | +13.3% | -26.7% | -20.9% |
| 6M | +11.7% | +3.4% | +8.3% | +5.4% |
| YTD | +73.2% | -6.4% | +79.6% | +68.7% |
| 1Y | +123.4% | -9.7% | +133.1% | +118.0% |
| 3Y | +606.2% | +0.1% | +606.0% | +520.0% |
| 5Y | +899.9% | -34.0% | +933.9% | +996.7% |
| All | +2,723.0% | +14.4% | +2,708.6% | +2,354.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling