+13.8%
VRT vs ULTA
+27.7%
-13.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.1% | -17.0% | -13.1% |
| 7D | -15.4% | +6.7% | -22.1% | -15.8% |
| 30D | -19.0% | +21.7% | -40.7% | -20.8% |
| 3M | -23.8% | +21.5% | -45.3% | -25.4% |
| 6M | -37.9% | +27.5% | -65.4% | -39.3% |
| YTD | +27.0% | +9.2% | +17.8% | +29.5% |
| 1Y | +13.8% | +27.9% | -14.1% | +12.4% |
| All | +13.8% | +27.7% | -13.9% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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