+36.5%
VRTL vs VT
+30.0%
+6.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.0% | -4.1% | -23.9% | -8.3% |
| 7D | -51.4% | -4.2% | -47.3% | -39.5% |
| 30D | -56.5% | -5.8% | -50.7% | -39.7% |
| 3M | -66.8% | -5.2% | -61.5% | -54.2% |
| 6M | -81.9% | +0.1% | -82.0% | -78.8% |
| YTD | -34.5% | +8.2% | -42.7% | -42.2% |
| 1Y | -56.0% | +10.1% | -66.1% | -62.7% |
| All | +36.5% | +30.0% | +6.6% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling