+1,726.2%
BE vs VTRS
+84.5%
+1,641.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +6.4% |
| 7D | +9.0% | -2.2% | +11.2% | +9.8% |
| 30D | +16.3% | +3.3% | +13.0% | +14.9% |
| 3M | +10.8% | +2.0% | +8.8% | +9.1% |
| 6M | +73.2% | +19.9% | +53.3% | +58.9% |
| YTD | +217.4% | +35.7% | +181.6% | +181.7% |
| 1Y | +309.8% | +68.1% | +241.7% | +234.7% |
| 3Y | +1,726.2% | +87.1% | +1,639.1% | +1,040.3% |
| All | +1,726.2% | +84.5% | +1,641.7% | +1,040.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling