+74.1%
AA vs VTRS
+84.5%
-10.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | -3.4% | -2.2% | -1.2% | -2.6% |
| 30D | -5.8% | +3.3% | -9.1% | -7.0% |
| 3M | -29.9% | +2.0% | -31.9% | -30.8% |
| 6M | -27.0% | +19.9% | -47.0% | -33.0% |
| YTD | -8.7% | +35.7% | -44.4% | -20.6% |
| 1Y | +50.6% | +68.1% | -17.5% | +18.4% |
| 3Y | +74.1% | +87.1% | -13.0% | +11.7% |
| All | +74.1% | +84.5% | -10.4% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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