-3.5%
BA vs VTRS
+40.2%
-43.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.8% |
| 7D | -1.2% | -3.5% | +2.3% | -0.1% |
| 30D | -11.3% | +2.1% | -13.4% | -11.9% |
| 3M | -3.8% | +2.6% | -6.4% | -4.7% |
| 6M | -8.3% | +17.8% | -26.0% | -12.9% |
| YTD | -4.9% | +35.7% | -40.6% | -13.9% |
| 1Y | -10.1% | +63.5% | -73.6% | -23.3% |
| 3Y | -2.3% | +85.1% | -87.4% | -23.1% |
| 5Y | -3.5% | +42.5% | -46.0% | -23.2% |
| All | -3.5% | +40.2% | -43.7% | -23.2% |
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