+573.1%
VRT vs ULTA
+30.1%
+543.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.3% | -8.3% | -9.3% |
| 7D | +2.4% | -1.8% | +4.2% | +2.9% |
| 30D | -2.7% | -1.2% | -1.4% | -2.5% |
| 3M | -9.2% | +13.4% | -22.6% | -12.7% |
| 6M | -0.5% | -15.6% | +15.1% | +3.8% |
| YTD | +62.3% | -10.4% | +72.8% | +66.5% |
| 1Y | +109.6% | +5.5% | +104.1% | +104.2% |
| All | +573.1% | +30.1% | +543.0% | +463.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling