+573.1%
VRT vs WY
-23.0%
+596.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.4% | -9.2% | -9.6% |
| 7D | +2.4% | -1.7% | +4.1% | +2.6% |
| 30D | -2.7% | -9.9% | +7.2% | -1.8% |
| 3M | -9.2% | -7.5% | -1.7% | -8.5% |
| 6M | -0.5% | -5.1% | +4.6% | -0.2% |
| YTD | +62.3% | -2.1% | +64.4% | +62.4% |
| 1Y | +109.6% | -7.3% | +116.9% | +111.4% |
| All | +573.1% | -23.0% | +596.1% | +608.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling