+103.1%
VRT vs WOLF
+60.4%
+42.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.2% |
| 7D | +13.6% | +9.8% | +3.9% | +11.2% |
| 30D | +6.8% | -12.1% | +18.9% | +9.5% |
| 3M | -3.2% | -47.9% | +44.7% | +8.7% |
| 6M | +20.3% | +74.3% | -54.0% | -2.5% |
| YTD | +79.6% | +65.9% | +13.7% | +45.6% |
| All | +103.1% | +60.4% | +42.7% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WOLF.
Daily Out/Under-Performance
Portfolio return minus WOLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WOLF 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 WOLF 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