-45.3%
VRTL vs SPY
+11.9%
-57.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.4% | -6.1% | -4.4% |
| 7D | -36.0% | -0.6% | -35.4% | -32.7% |
| 30D | -43.1% | -3.7% | -39.4% | -25.8% |
| 3M | -57.6% | -2.7% | -54.8% | -46.9% |
| 6M | -78.0% | +2.2% | -80.2% | -77.3% |
| YTD | -21.3% | +10.8% | -32.1% | -43.9% |
| 1Y | -45.3% | +11.2% | -56.5% | -60.2% |
| All | -45.3% | +11.9% | -57.2% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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