-32.6%
VRTL price history and return analytics
+15.2%
-47.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.0% | +1.7% | -27.7% | -34.9% |
| 7D | -30.9% | -0.3% | -30.6% | -31.7% |
| 30D | -40.1% | -1.4% | -38.6% | -35.4% |
| 3M | -51.2% | -1.4% | -49.8% | -46.4% |
| 6M | -73.3% | +5.5% | -78.8% | -77.1% |
| YTD | -9.0% | +12.8% | -21.9% | -42.8% |
| 1Y | -32.6% | +15.4% | -48.0% | -61.4% |
| All | -32.6% | +15.2% | -47.8% | -61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling