+75.4%
VRTL price history and return analytics
+33.7%
+41.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.3% | +2.6% | +16.7% | +6.7% |
| 7D | -24.3% | +0.4% | -24.6% | -24.2% |
| 30D | -39.1% | -2.6% | -36.5% | -27.3% |
| 3M | -55.4% | -3.2% | -52.2% | -43.8% |
| 6M | -76.5% | +0.9% | -77.4% | -73.5% |
| YTD | -15.9% | +11.3% | -27.2% | -34.3% |
| 1Y | -36.2% | +14.0% | -50.2% | -53.6% |
| All | +75.4% | +33.7% | +41.7% | -25.1% |
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