+197.5%
EWT vs VTRS
+84.5%
+113.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.7% |
| 7D | -1.1% | -2.2% | +1.1% | -0.7% |
| 30D | +4.5% | +3.3% | +1.1% | +3.8% |
| 3M | +8.3% | +2.0% | +6.3% | +7.5% |
| 6M | +54.2% | +19.9% | +34.3% | +47.1% |
| YTD | +74.6% | +35.7% | +38.8% | +62.1% |
| 1Y | +84.9% | +68.1% | +16.8% | +63.5% |
| 3Y | +197.5% | +87.1% | +110.4% | +148.9% |
| All | +197.5% | +84.5% | +113.0% | +148.9% |
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 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