+6.8%
VRT vs VG
+32.8%
-25.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.3% | +7.3% | +9.7% |
| 7D | -10.6% | -8.3% | -2.3% | -11.0% |
| 30D | -17.4% | -10.3% | -7.1% | -17.7% |
| 3M | -26.4% | -10.8% | -15.6% | -26.5% |
| 6M | -41.0% | +3.5% | -44.5% | -39.8% |
| YTD | +23.8% | +74.0% | -50.1% | +15.5% |
| All | +6.8% | +32.8% | -25.9% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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