+1,592.2%
VRTS price history and return analytics
+569.2%
+1,023.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | +2.3% |
| 7D | +1.9% | -4.2% | +6.1% | +8.0% |
| 30D | -3.5% | -5.8% | +2.3% | +4.5% |
| 3M | -21.3% | -5.2% | -16.0% | -15.4% |
| 6M | -9.8% | +0.1% | -9.9% | -10.4% |
| YTD | -18.2% | +8.2% | -26.5% | -27.2% |
| 1Y | -17.8% | +10.1% | -27.9% | -28.6% |
| 3Y | -27.7% | +69.7% | -97.3% | -64.8% |
| 5Y | -52.7% | +53.4% | -106.1% | -72.7% |
| 10Y | +70.9% | +219.2% | -148.4% | -58.9% |
| All | +1,592.2% | +569.2% | +1,023.0% | +83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling