+345.4%
VRT vs WBD
+129.6%
+215.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.2% |
| 7D | -1.9% | +3.1% | -5.0% | -2.4% |
| 30D | +11.1% | +34.4% | -23.2% | +5.1% |
| 3M | +34.3% | +110.6% | -76.4% | +14.1% |
| 6M | +99.8% | +153.4% | -53.5% | +62.0% |
| YTD | +65.5% | +117.4% | -51.9% | +35.4% |
| 1Y | +49.6% | +150.3% | -100.7% | +22.6% |
| All | +345.4% | +129.6% | +215.8% | +260.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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