+278.9%
ADP vs VTRS
-48.4%
+327.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -2.8% | -2.2% | -0.6% | -2.3% |
| 30D | +0.2% | +3.3% | -3.1% | -0.4% |
| 3M | +20.5% | +2.0% | +18.5% | +19.9% |
| 6M | +28.8% | +19.9% | +8.8% | +23.9% |
| YTD | +6.6% | +35.7% | -29.1% | -0.2% |
| 1Y | -6.9% | +68.1% | -75.0% | -16.7% |
| 3Y | +16.1% | +87.1% | -71.0% | -0.5% |
| 5Y | +49.3% | +47.6% | +1.7% | +31.1% |
| All | +278.9% | -48.4% | +327.3% | +269.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling