-7.2%
VRT vs VT
+10.7%
-17.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.1% | -9.9% | -3.2% |
| 7D | -28.1% | -4.2% | -24.0% | -19.3% |
| 30D | -30.2% | -5.8% | -24.4% | -17.4% |
| 3M | -36.4% | -5.2% | -31.2% | -25.6% |
| 6M | -48.2% | +0.1% | -48.3% | -46.5% |
| YTD | +9.2% | +8.2% | +0.9% | -8.1% |
| 1Y | -7.2% | +10.1% | -17.4% | -25.2% |
| All | -7.2% | +10.7% | -17.9% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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