+69.4%
EMR vs VTRS
+47.1%
+22.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.4% |
| 7D | -0.4% | -2.2% | +1.8% | +0.2% |
| 30D | -6.8% | +3.3% | -10.1% | -7.6% |
| 3M | +7.5% | +2.0% | +5.5% | +6.7% |
| 6M | +9.9% | +19.9% | -10.1% | +4.1% |
| YTD | +16.0% | +35.7% | -19.8% | +6.3% |
| 1Y | +12.4% | +68.1% | -55.6% | -2.7% |
| 3Y | +60.2% | +87.1% | -26.8% | +30.2% |
| All | +69.4% | +47.1% | +22.3% | +38.0% |
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 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