+23.6%
VRT vs WY
-3.6%
+27.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -3.2% |
| 7D | +10.5% | -0.8% | +11.3% | +10.3% |
| 30D | -9.3% | +10.1% | -19.4% | -8.2% |
| 3M | -29.6% | -15.4% | -14.2% | -28.4% |
| 6M | -45.4% | -8.3% | -37.1% | -44.8% |
| YTD | +24.8% | -9.8% | +34.6% | +29.5% |
| 1Y | +23.6% | -3.9% | +27.5% | +30.1% |
| All | +23.6% | -3.6% | +27.2% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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