+92.1%
VRT vs VG
-39.3%
+131.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.4% |
| 7D | +9.1% | +1.7% | +7.4% | +8.8% |
| 30D | +0.9% | +16.0% | -15.1% | -1.4% |
| 3M | -13.4% | +9.7% | -23.1% | -15.5% |
| 6M | +11.7% | +29.6% | -17.9% | +0.8% |
| YTD | +73.2% | +112.0% | -38.8% | +33.3% |
| 1Y | +123.4% | +12.8% | +110.6% | +103.3% |
| All | +92.1% | -39.3% | +131.4% | +154.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling