+790.6%
B vs VTRS
+557.1%
+233.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.3% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | +1.4% | +1.9% | -0.5% | +1.2% |
| 3M | +12.2% | +5.1% | +7.1% | +11.8% |
| 6M | -2.1% | +20.1% | -22.2% | -3.4% |
| YTD | +2.9% | +36.6% | -33.6% | +0.8% |
| 1Y | +55.3% | +64.1% | -8.8% | +50.2% |
| 3Y | +198.7% | +86.4% | +112.3% | +185.5% |
| 5Y | +153.8% | +40.9% | +112.9% | +144.8% |
| 10Y | +193.4% | -48.7% | +242.1% | +193.5% |
| All | +790.6% | +557.1% | +233.5% | +794.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling