+22.0%
ADM vs VTRS
+83.1%
-61.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | +3.0% | -3.3% | +6.3% | +3.5% |
| 30D | +8.7% | +1.4% | +7.3% | +8.4% |
| 3M | +7.6% | +4.6% | +3.0% | +6.5% |
| 6M | +26.9% | +18.1% | +8.8% | +22.3% |
| YTD | +54.3% | +34.7% | +19.6% | +44.6% |
| 1Y | +45.7% | +65.6% | -20.0% | +30.7% |
| All | +22.0% | +83.1% | -61.0% | +3.6% |
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