+56.2%
AG vs VTRS
+47.1%
+9.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -3.1% |
| 7D | -6.7% | -2.2% | -4.5% | -6.2% |
| 30D | +2.2% | +3.3% | -1.1% | +1.3% |
| 3M | +15.7% | +2.0% | +13.7% | +14.8% |
| 6M | -23.8% | +19.9% | -43.7% | -27.5% |
| YTD | +17.6% | +35.7% | -18.1% | +8.6% |
| 1Y | +88.6% | +68.1% | +20.5% | +64.4% |
| 3Y | +253.4% | +87.1% | +166.3% | +193.8% |
| All | +56.2% | +47.1% | +9.1% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling