+1,532.2%
VRTS vs VT
+585.9%
+946.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.9% |
| 7D | +1.5% | -1.6% | +3.1% | +3.7% |
| 30D | -8.2% | -2.5% | -5.7% | -5.1% |
| 3M | -27.5% | -1.3% | -26.2% | -26.3% |
| 6M | -8.3% | +3.1% | -11.4% | -12.5% |
| YTD | -21.1% | +10.9% | -32.1% | -32.0% |
| 1Y | -19.8% | +12.1% | -31.8% | -31.9% |
| 3Y | -30.3% | +73.9% | -104.1% | -67.1% |
| 5Y | -54.3% | +58.0% | -112.3% | -74.6% |
| 10Y | +64.5% | +225.5% | -161.0% | -61.5% |
| All | +1,532.2% | +585.9% | +946.3% | +70.8% |
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