-48.8%
VRTL vs SPY
+9.9%
-58.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.3% | +7.3% | +5.9% |
| 7D | -41.1% | -2.7% | -38.4% | -30.9% |
| 30D | -50.8% | -5.4% | -45.4% | -30.2% |
| 3M | -63.3% | -4.1% | -59.2% | -51.2% |
| 6M | -82.3% | +0.7% | -83.0% | -80.4% |
| YTD | -29.5% | +8.7% | -38.2% | -44.8% |
| 1Y | -48.8% | +10.9% | -59.6% | -62.6% |
| All | -48.8% | +9.9% | -58.6% | -62.6% |
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