+40.5%
ALL vs VTRS
+90.6%
-50.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +3.0% |
| 7D | +7.5% | +2.4% | +5.1% | +7.7% |
| 30D | +19.7% | +9.1% | +10.7% | +20.4% |
| 3M | +2.9% | +9.4% | -6.5% | +3.6% |
| 6M | +23.5% | +28.3% | -4.8% | +26.1% |
| YTD | +31.1% | +58.0% | -26.9% | +36.0% |
| 1Y | +40.5% | +89.7% | -49.3% | +46.0% |
| All | +40.5% | +90.6% | -50.2% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling