-55.4%
APP vs VTRS
+90.6%
-146.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.6% | +9.1% | +10.2% |
| 7D | +4.5% | +2.4% | +2.1% | +3.8% |
| 30D | -3.6% | +9.1% | -12.7% | -6.3% |
| 3M | -35.3% | +9.4% | -44.7% | -36.9% |
| 6M | -42.8% | +28.3% | -71.1% | -45.6% |
| YTD | -59.7% | +58.0% | -117.7% | -60.2% |
| 1Y | -55.4% | +89.7% | -145.1% | -53.0% |
| All | -55.4% | +90.6% | -146.0% | -53.0% |
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