+56.2%
EMR vs VTRS
+83.1%
-26.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -1.2% | -3.3% | +2.1% | -0.3% |
| 30D | -9.4% | +1.4% | -10.8% | -9.8% |
| 3M | +8.6% | +4.6% | +3.9% | +7.1% |
| 6M | +6.7% | +18.1% | -11.4% | +1.3% |
| YTD | +13.1% | +34.7% | -21.6% | +3.7% |
| 1Y | +12.7% | +65.6% | -52.9% | -2.2% |
| All | +56.2% | +83.1% | -26.8% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling