+123.4%
VRT vs WTW
+3.0%
+120.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.1% | +6.5% | +2.9% |
| 7D | +9.1% | -2.6% | +11.7% | +7.2% |
| 30D | +0.9% | -1.0% | +1.9% | +0.6% |
| 3M | -13.4% | +29.9% | -43.3% | +6.4% |
| 6M | +11.7% | +10.7% | +1.0% | +28.3% |
| YTD | +73.2% | +2.6% | +70.7% | +97.9% |
| 1Y | +123.4% | +2.8% | +120.7% | +157.4% |
| All | +123.4% | +3.0% | +120.4% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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