+303.6%
VRTL vs VT
+38.5%
+265.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | 0.0% | +8.4% | +8.5% |
| 7D | +19.2% | +0.4% | +18.7% | +16.9% |
| 30D | -1.7% | +1.0% | -2.7% | -5.6% |
| 3M | -38.3% | +2.4% | -40.6% | -39.2% |
| 6M | -10.2% | +12.0% | -22.2% | -39.1% |
| YTD | +93.6% | +15.3% | +78.3% | +19.2% |
| 1Y | +176.7% | +22.6% | +154.1% | +38.9% |
| All | +303.6% | +38.5% | +265.1% | +35.9% |
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