+2,723.0%
VRT vs VO
+133.4%
+2,589.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.6% |
| 7D | +9.1% | -0.3% | +9.4% | +9.5% |
| 30D | +0.9% | -0.3% | +1.3% | +1.6% |
| 3M | -13.4% | +2.9% | -16.3% | -16.0% |
| 6M | +11.7% | +9.3% | +2.3% | +0.8% |
| YTD | +73.2% | +14.2% | +59.0% | +48.3% |
| 1Y | +123.4% | +15.3% | +108.2% | +89.8% |
| 3Y | +606.2% | +56.2% | +549.9% | +339.7% |
| 5Y | +899.9% | +42.4% | +857.5% | +615.0% |
| All | +2,723.0% | +133.4% | +2,589.7% | +1,205.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling