+567.3%
VRT price history and return analytics
+53.4%
+513.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.2% | +2.9% |
| 7D | -21.4% | -2.3% | -19.0% | -17.0% |
| 30D | -25.8% | -5.0% | -20.9% | -16.2% |
| 3M | -33.5% | -4.9% | -28.7% | -24.7% |
| 6M | -49.0% | -1.5% | -47.5% | -45.7% |
| YTD | +12.9% | +8.5% | +4.5% | -1.4% |
| 1Y | 0.0% | +11.4% | -11.4% | -16.9% |
| 3Y | +361.8% | +70.1% | +291.7% | +73.9% |
| All | +567.3% | +53.4% | +513.9% | +213.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling