-8.5%
EQT vs VTRS
+88.0%
-96.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.7% |
| 7D | -6.9% | -1.2% | -5.7% | -7.0% |
| 30D | -3.2% | +8.2% | -11.4% | -2.5% |
| 3M | -0.9% | +8.3% | -9.2% | 0.0% |
| 6M | -13.0% | +24.1% | -37.1% | -11.8% |
| YTD | -4.4% | +56.0% | -60.4% | -6.0% |
| 1Y | -8.5% | +82.7% | -91.2% | -14.1% |
| All | -8.5% | +88.0% | -96.5% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling