-9.4%
CRM vs VTRS
+90.4%
-99.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.0% |
| 7D | -6.2% | +2.4% | -8.6% | -6.4% |
| 30D | -1.2% | +9.1% | -10.2% | -2.2% |
| 3M | +19.1% | +9.4% | +9.7% | +17.7% |
| 6M | +23.0% | +28.3% | -5.4% | +19.6% |
| YTD | -13.7% | +58.0% | -71.7% | -20.0% |
| All | -9.4% | +90.4% | -99.8% | -20.4% |
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 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