+346.3%
VRT vs VT
+69.4%
+277.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.1% | -9.9% | -3.7% |
| 7D | -28.1% | -4.2% | -24.0% | -19.8% |
| 30D | -30.2% | -5.8% | -24.4% | -18.2% |
| 3M | -36.4% | -5.2% | -31.2% | -26.3% |
| 6M | -48.2% | +0.1% | -48.3% | -46.7% |
| YTD | +9.2% | +8.2% | +0.9% | -6.3% |
| 1Y | -7.2% | +10.1% | -17.4% | -23.0% |
| All | +346.3% | +69.4% | +277.0% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling