+1,098.4%
DIA vs VTRS
+153.7%
+944.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -3.0% | -3.3% | +0.3% | -2.4% |
| 30D | -3.0% | +1.4% | -4.4% | -3.3% |
| 3M | +4.5% | +4.6% | -0.1% | +3.3% |
| 6M | +9.8% | +18.1% | -8.3% | +5.7% |
| YTD | +9.3% | +34.7% | -25.4% | +2.3% |
| 1Y | +16.0% | +65.6% | -49.7% | +3.9% |
| 3Y | +57.7% | +83.8% | -26.0% | +35.8% |
| 5Y | +63.8% | +46.5% | +17.3% | +44.6% |
| 10Y | +248.8% | -48.6% | +297.4% | +254.8% |
| All | +1,098.4% | +153.7% | +944.8% | +696.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling