+1,397.0%
BP vs VTRS
+552.8%
+844.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.4% | +1.9% |
| 7D | +4.0% | -3.5% | +7.4% | +4.6% |
| 30D | +7.8% | +2.1% | +5.7% | +7.4% |
| 3M | +8.4% | +2.6% | +5.8% | +7.6% |
| 6M | +15.1% | +17.8% | -2.7% | +11.1% |
| YTD | +36.4% | +35.7% | +0.8% | +28.4% |
| 1Y | +40.9% | +63.5% | -22.6% | +28.1% |
| 3Y | +38.8% | +85.1% | -46.3% | +21.6% |
| 5Y | +141.1% | +42.5% | +98.6% | +117.9% |
| 10Y | +133.9% | -48.2% | +182.1% | +136.5% |
| All | +1,397.0% | +552.8% | +844.2% | +1,047.4% |
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