+7,325.5%
CI vs VTRS
+557.1%
+6,768.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.5% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -1.8% | +1.9% | -3.7% | -2.2% |
| 3M | -4.2% | +5.1% | -9.3% | -5.4% |
| 6M | +2.7% | +20.1% | -17.4% | -1.5% |
| YTD | +1.9% | +36.6% | -34.6% | -5.2% |
| 1Y | -6.3% | +64.1% | -70.4% | -16.2% |
| 3Y | +3.9% | +86.4% | -82.5% | -11.4% |
| 5Y | +41.9% | +40.9% | +1.0% | +25.6% |
| 10Y | +140.4% | -48.7% | +189.1% | +146.7% |
| All | +7,325.5% | +557.1% | +6,768.4% | +4,030.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling