+47.0%
VRTL price history and return analytics
+30.3%
+16.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.2% | +7.4% | +6.5% |
| 7D | -41.1% | -2.3% | -38.8% | -33.5% |
| 30D | -50.8% | -5.0% | -45.9% | -34.7% |
| 3M | -63.3% | -4.9% | -58.5% | -50.4% |
| 6M | -82.3% | -1.5% | -80.8% | -77.8% |
| YTD | -29.5% | +8.5% | -38.0% | -38.4% |
| 1Y | -48.8% | +11.4% | -60.1% | -58.7% |
| All | +47.0% | +30.3% | +16.7% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling