+76.1%
VRTL price history and return analytics
+33.3%
+42.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.3% | -7.4% | -6.3% |
| 7D | +19.9% | +2.4% | +17.5% | +9.0% |
| 30D | -26.6% | -1.5% | -25.1% | -17.0% |
| 3M | -59.3% | -4.1% | -55.2% | -46.1% |
| 6M | -79.9% | +0.6% | -80.5% | -76.9% |
| YTD | -15.5% | +11.0% | -26.5% | -32.9% |
| 1Y | -21.8% | +13.3% | -35.1% | -41.6% |
| All | +76.1% | +33.3% | +42.8% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling