+41.0%
CLS vs VTRS
+66.8%
-25.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +6.4% |
| 7D | +10.9% | -2.2% | +13.1% | +11.4% |
| 30D | +2.1% | +3.3% | -1.2% | +1.3% |
| 3M | -10.2% | +2.0% | -12.2% | -9.5% |
| 6M | +30.4% | +19.9% | +10.4% | +24.9% |
| YTD | +17.2% | +35.7% | -18.5% | +12.7% |
| 1Y | +41.0% | +68.1% | -27.1% | +34.2% |
| All | +41.0% | +66.8% | -25.8% | +34.2% |
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 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