+2,723.0%
VRT vs TRV
+241.9%
+2,481.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.3% | +5.7% | +4.8% |
| 7D | +9.1% | -0.1% | +9.3% | +9.2% |
| 30D | +0.9% | -3.4% | +4.4% | +2.1% |
| 3M | -13.4% | +26.4% | -39.8% | -21.3% |
| 6M | +11.7% | +19.3% | -7.6% | +3.5% |
| YTD | +73.2% | +28.3% | +44.9% | +55.6% |
| 1Y | +123.4% | +34.3% | +89.1% | +95.8% |
| 3Y | +606.2% | +140.1% | +466.0% | +358.3% |
| 5Y | +899.9% | +155.7% | +744.2% | +519.1% |
| All | +2,723.0% | +241.9% | +2,481.1% | +1,287.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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