+2,353.8%
ELV vs VTRS
+31.5%
+2,322.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -2.2% | -3.5% | +1.2% | -1.3% |
| 30D | -0.2% | +2.1% | -2.3% | -0.8% |
| 3M | -6.1% | +2.6% | -8.7% | -7.1% |
| 6M | +42.8% | +17.8% | +25.1% | +36.0% |
| YTD | +14.4% | +35.7% | -21.3% | +4.3% |
| 1Y | +28.6% | +63.5% | -34.9% | +11.4% |
| 3Y | -7.4% | +85.1% | -92.5% | -24.7% |
| 5Y | +14.5% | +42.5% | -28.0% | -3.0% |
| 10Y | +257.4% | -48.2% | +305.6% | +266.9% |
| All | +2,353.8% | +31.5% | +2,322.4% | +1,304.9% |
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 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