+21.0%
VRT vs WY
-6.3%
+27.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.3% |
| 7D | +18.6% | -5.4% | +24.0% | +17.2% |
| 30D | -11.7% | +7.9% | -19.5% | -10.9% |
| 3M | -27.3% | -16.6% | -10.7% | -26.4% |
| 6M | -42.9% | -11.2% | -31.7% | -42.4% |
| YTD | +29.5% | -11.3% | +40.8% | +33.6% |
| 1Y | +21.0% | -5.5% | +26.6% | +25.8% |
| All | +21.0% | -6.3% | +27.3% | +25.8% |
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