+905.2%
VRT vs U
-68.9%
+974.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.4% | +4.6% |
| 7D | +9.1% | -3.8% | +12.9% | +10.1% |
| 30D | +0.9% | +17.5% | -16.5% | -3.4% |
| 3M | -13.4% | +38.7% | -52.1% | -20.9% |
| 6M | +11.7% | +104.4% | -92.7% | -8.5% |
| YTD | +73.2% | -5.7% | +78.9% | +66.7% |
| 1Y | +123.4% | +3.7% | +119.7% | +106.9% |
| 3Y | +606.2% | +12.3% | +593.8% | +486.8% |
| All | +905.2% | -68.9% | +974.1% | +931.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling