+89.6%
VRT vs WTW
-3.2%
+92.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | -8.4% | -5.7% | -2.7% | -12.0% |
| 30D | -10.9% | -7.3% | -3.6% | -15.1% |
| 3M | -13.7% | +21.5% | -35.1% | +1.2% |
| 6M | -4.1% | +9.6% | -13.8% | +8.3% |
| YTD | +58.7% | -3.3% | +62.0% | +74.2% |
| 1Y | +89.6% | -6.1% | +95.8% | +110.2% |
| All | +89.6% | -3.2% | +92.8% | +110.2% |
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