+1,917.9%
VRT price history and return analytics
+146.6%
+1,771.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +5.6% |
| 7D | -10.6% | +0.4% | -11.0% | -10.7% |
| 30D | -17.4% | -2.6% | -14.8% | -13.2% |
| 3M | -26.4% | -3.2% | -23.2% | -21.5% |
| 6M | -41.0% | +0.9% | -41.9% | -40.2% |
| YTD | +23.8% | +11.3% | +12.5% | +10.0% |
| 1Y | +11.6% | +14.0% | -2.4% | -3.6% |
| 3Y | +403.5% | +75.8% | +327.7% | +161.8% |
| 5Y | +647.0% | +57.8% | +589.2% | +353.0% |
| All | +1,917.9% | +146.6% | +1,771.2% | +694.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling