-4.9%
CARR vs VTRS
+88.0%
-92.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.1% |
| 7D | -4.2% | -1.2% | -3.0% | -3.9% |
| 30D | -4.7% | +8.2% | -12.9% | -6.6% |
| 3M | -18.3% | +8.3% | -26.6% | -20.0% |
| 6M | -16.4% | +24.1% | -40.5% | -21.4% |
| YTD | +2.3% | +56.0% | -53.7% | -9.1% |
| 1Y | -4.9% | +82.7% | -87.6% | -17.1% |
| All | -4.9% | +88.0% | -92.9% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling