+1,480.5%
BA vs VTRS
+733.2%
+747.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.4% |
| 7D | -1.4% | +9.6% | -11.0% | -3.4% |
| 30D | -7.9% | +20.1% | -28.0% | -11.7% |
| 3M | -25.2% | +30.3% | -55.5% | -29.7% |
| 6M | -26.7% | +26.3% | -53.1% | -30.7% |
| YTD | -19.6% | +73.1% | -92.8% | -29.4% |
| 1Y | -10.6% | +94.7% | -105.3% | -23.6% |
| 3Y | -11.2% | +159.7% | -170.9% | -30.2% |
| 5Y | -20.4% | +79.7% | -100.2% | -33.3% |
| 10Y | +26.8% | -30.5% | +57.2% | +23.3% |
| All | +1,480.5% | +733.2% | +747.3% | +673.2% |
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 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