+13.8%
VRT vs U
+17.5%
-3.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.9% | -17.8% | -13.0% |
| 7D | -15.4% | +7.5% | -22.9% | -15.6% |
| 30D | -19.0% | -7.0% | -11.9% | -18.7% |
| 3M | -23.8% | +20.6% | -44.4% | -23.9% |
| 6M | -37.9% | +53.2% | -91.0% | -38.2% |
| YTD | +27.0% | -3.9% | +30.8% | +39.0% |
| 1Y | +13.8% | +18.4% | -4.6% | +11.3% |
| All | +13.8% | +17.5% | -3.7% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling