+2,010.2%
VRT price history and return analytics
+146.7%
+1,863.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.5% |
| 7D | +18.6% | +2.9% | +15.7% | +13.9% |
| 30D | -11.7% | -2.5% | -9.1% | -7.2% |
| 3M | -27.3% | -3.3% | -24.0% | -22.3% |
| 6M | -42.9% | +1.5% | -44.4% | -42.6% |
| YTD | +29.5% | +11.4% | +18.1% | +15.1% |
| 1Y | +21.0% | +11.9% | +9.1% | +7.4% |
| 3Y | +403.1% | +73.9% | +329.2% | +165.3% |
| 5Y | +688.8% | +57.9% | +630.9% | +378.5% |
| All | +2,010.2% | +146.7% | +1,863.4% | +731.2% |
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