+619.5%
VRT vs U
+13.4%
+606.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.4% | +4.5% |
| 7D | +9.1% | -3.8% | +12.9% | +9.9% |
| 30D | +0.9% | +17.5% | -16.5% | -2.5% |
| 3M | -13.4% | +38.7% | -52.1% | -19.3% |
| 6M | +11.7% | +104.4% | -92.7% | -5.0% |
| YTD | +73.2% | -5.7% | +78.9% | +71.6% |
| 1Y | +123.4% | +3.7% | +119.7% | +112.6% |
| All | +619.5% | +13.4% | +606.1% | +475.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling