+1,855.0%
VRT price history and return analytics
+145.5%
+1,709.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.4% |
| 7D | -17.7% | -0.1% | -17.6% | -17.1% |
| 30D | -20.0% | -3.1% | -16.9% | -15.3% |
| 3M | -28.1% | -3.5% | -24.6% | -23.0% |
| 6M | -42.8% | +0.5% | -43.3% | -41.7% |
| YTD | +20.0% | +10.8% | +9.2% | +7.4% |
| 1Y | +3.5% | +11.9% | -8.4% | -8.2% |
| 3Y | +366.1% | +73.0% | +293.1% | +147.7% |
| 5Y | +632.2% | +58.6% | +573.6% | +343.5% |
| All | +1,855.0% | +145.5% | +1,709.5% | +675.9% |
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 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