-99.9%
DFNS vs VTRS
+47.1%
-147.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.6% |
| 7D | -6.3% | -2.2% | -4.2% | -6.2% |
| 30D | -74.0% | +3.3% | -77.3% | -74.0% |
| 3M | -70.1% | +2.0% | -72.1% | -69.8% |
| 6M | -93.9% | +19.9% | -113.9% | -93.8% |
| YTD | -98.1% | +35.7% | -133.8% | -98.0% |
| 1Y | -98.3% | +68.1% | -166.4% | -98.1% |
| 3Y | -99.9% | +87.1% | -187.0% | -99.9% |
| All | -99.9% | +47.1% | -147.0% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling