+176.7%
VRTL vs VT
+23.3%
+153.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.4% | +8.5% |
| 7D | +19.2% | +0.4% | +18.7% | +16.7% |
| 30D | -1.7% | +1.0% | -2.7% | -6.0% |
| 3M | -38.3% | +2.4% | -40.6% | -39.8% |
| 6M | -10.2% | +12.0% | -22.2% | -41.1% |
| YTD | +93.6% | +15.3% | +78.3% | +10.3% |
| 1Y | +176.7% | +22.6% | +154.1% | +13.0% |
| All | +176.7% | +23.3% | +153.4% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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