+156.3%
VRTL vs VT
+33.2%
+123.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | 0.0% | +10.6% | +10.5% |
| 7D | +23.2% | -1.6% | +24.8% | +34.7% |
| 30D | -18.2% | -2.5% | -15.7% | -4.6% |
| 3M | -30.2% | -1.3% | -28.9% | -21.6% |
| 6M | -63.6% | +3.1% | -66.7% | -63.2% |
| YTD | +23.0% | +10.9% | +12.0% | -4.3% |
| 1Y | -19.0% | +12.1% | -31.1% | -37.1% |
| All | +156.3% | +33.2% | +123.1% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling