+1,969.0%
VRT vs USB
+62.8%
+1,906.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.9% | -14.8% | -13.7% |
| 7D | -15.4% | +2.4% | -17.8% | -16.4% |
| 30D | -19.0% | +6.6% | -25.5% | -21.5% |
| 3M | -23.8% | -4.1% | -19.7% | -22.7% |
| 6M | -37.9% | +12.5% | -50.3% | -41.6% |
| YTD | +27.0% | +17.6% | +9.3% | +16.6% |
| 1Y | +13.8% | +36.5% | -22.7% | -2.3% |
| 3Y | +410.3% | +95.4% | +314.9% | +270.2% |
| 5Y | +666.5% | +26.1% | +640.4% | +555.4% |
| All | +1,969.0% | +62.8% | +1,906.3% | +1,290.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 all: compounded portfolio wealth divided by compounded USB 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…
all analysis · Full analysis span regression · 6 months rolling