+1,934.0%
VRT price history and return analytics
+146.0%
+1,788.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.2% |
| 7D | +10.5% | +2.4% | +8.2% | +6.9% |
| 30D | -9.3% | -1.5% | -7.8% | -6.3% |
| 3M | -29.6% | -4.1% | -25.5% | -23.8% |
| 6M | -45.4% | +0.6% | -45.9% | -44.3% |
| YTD | +24.8% | +11.0% | +13.8% | +11.4% |
| 1Y | +23.6% | +13.3% | +10.3% | +7.6% |
| 3Y | +379.7% | +73.4% | +306.3% | +154.1% |
| 5Y | +660.3% | +57.4% | +602.9% | +363.3% |
| All | +1,934.0% | +146.0% | +1,788.0% | +704.9% |
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 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