+64.1%
VRTL price history and return analytics
+33.0%
+31.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -4.1% |
| 7D | -36.0% | -0.1% | -35.8% | -34.2% |
| 30D | -43.1% | -3.1% | -40.0% | -30.3% |
| 3M | -57.6% | -3.5% | -54.1% | -45.7% |
| 6M | -78.0% | +0.5% | -78.5% | -74.6% |
| YTD | -21.3% | +10.8% | -32.1% | -37.0% |
| 1Y | -45.3% | +11.9% | -57.2% | -56.8% |
| All | +64.1% | +33.0% | +31.1% | -28.2% |
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