+379.7%
VRT vs VO
+66.5%
+313.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | +3.1% | +7.4% | +3.5% |
| 30D | -9.3% | +2.2% | -11.5% | -12.9% |
| 3M | -29.6% | -2.5% | -27.1% | -24.4% |
| 6M | -45.4% | +7.0% | -52.3% | -51.7% |
| YTD | +24.8% | +14.0% | +10.8% | -2.3% |
| 1Y | +23.6% | +15.6% | +8.0% | -5.8% |
| 3Y | +379.7% | +66.2% | +313.5% | +123.8% |
| All | +379.7% | +66.5% | +313.1% | +123.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling