+139.0%
VRT vs VO
+14.5%
+124.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.2% | +5.0% |
| 7D | +13.6% | +0.6% | +13.0% | +11.9% |
| 30D | +6.8% | -1.1% | +7.8% | +9.8% |
| 3M | -3.2% | +4.5% | -7.8% | -11.8% |
| 6M | +20.3% | +11.1% | +9.3% | -3.2% |
| YTD | +79.6% | +13.5% | +66.1% | +38.8% |
| 1Y | +139.0% | +14.5% | +124.5% | +88.4% |
| All | +139.0% | +14.5% | +124.5% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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