-25.7%
VRTS price history and return analytics
+69.7%
-95.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | +7.7% | -2.3% | +10.0% | +10.7% |
| 30D | -0.8% | -5.0% | +4.2% | +5.3% |
| 3M | -20.6% | -4.9% | -15.7% | -15.8% |
| 6M | -8.0% | -1.5% | -6.5% | -6.7% |
| YTD | -16.6% | +8.5% | -25.1% | -25.3% |
| 1Y | -16.5% | +11.4% | -27.8% | -27.8% |
| 3Y | -25.7% | +70.1% | -95.7% | -66.6% |
| All | -25.7% | +69.7% | -95.4% | -66.6% |
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