+688.8%
VRT vs U
-72.6%
+761.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.3% |
| 7D | +18.6% | +2.8% | +15.8% | +17.8% |
| 30D | -11.7% | +7.6% | -19.3% | -14.1% |
| 3M | -27.3% | +12.7% | -40.0% | -30.3% |
| 6M | -42.9% | +87.0% | -129.8% | -52.2% |
| YTD | +29.5% | +13.6% | +15.9% | +17.8% |
| 1Y | +21.0% | +25.3% | -4.2% | +7.0% |
| 3Y | +403.1% | +85.8% | +317.3% | +261.9% |
| 5Y | +688.8% | -74.5% | +763.3% | +782.4% |
| All | +688.8% | -72.6% | +761.4% | +782.4% |
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