+18.4%
CHRW vs VTRS
+66.8%
-48.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +3.5% | -2.2% | +5.7% | +4.0% |
| 30D | +4.6% | +3.3% | +1.3% | +3.7% |
| 3M | -19.7% | +2.0% | -21.7% | -20.0% |
| 6M | -12.4% | +19.9% | -32.4% | -16.6% |
| YTD | -3.9% | +35.7% | -39.6% | -10.9% |
| 1Y | +18.4% | +68.1% | -49.7% | +5.3% |
| All | +18.4% | +66.8% | -48.4% | +5.3% |
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 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