+12,882.1%
BLK vs VTRS
+172.1%
+12,710.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -3.3% | -2.2% | -1.1% | -2.7% |
| 30D | -6.5% | +3.3% | -9.8% | -7.5% |
| 3M | +6.7% | +2.0% | +4.8% | +5.7% |
| 6M | +14.7% | +19.9% | -5.2% | +8.2% |
| YTD | +2.5% | +35.7% | -33.2% | -7.0% |
| 1Y | -2.8% | +68.1% | -70.9% | -17.5% |
| 3Y | +65.9% | +87.1% | -21.2% | +33.1% |
| 5Y | +33.0% | +47.6% | -14.7% | +11.7% |
| 10Y | +281.2% | -48.2% | +329.4% | +295.8% |
| All | +12,882.1% | +172.1% | +12,710.0% | +8,081.0% |
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