+977.1%
BE vs VTRS
-43.1%
+1,020.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.6% |
| 7D | +23.9% | -3.5% | +27.4% | +25.5% |
| 30D | +27.8% | +2.1% | +25.7% | +26.7% |
| 3M | +3.7% | +2.6% | +1.1% | +1.7% |
| 6M | +78.0% | +17.8% | +60.2% | +64.4% |
| YTD | +209.9% | +35.7% | +174.3% | +171.9% |
| 1Y | +389.6% | +63.5% | +326.1% | +295.9% |
| 3Y | +1,730.6% | +85.1% | +1,645.5% | +1,266.0% |
| 5Y | +1,227.8% | +42.5% | +1,185.3% | +956.3% |
| All | +977.1% | -43.1% | +1,020.3% | +875.0% |
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 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