+164.3%
EWY vs VTRS
+66.3%
+98.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.6% |
| 7D | +4.8% | +3.3% | +1.5% | +4.3% |
| 30D | +11.7% | -3.6% | +15.3% | +12.2% |
| 3M | -7.4% | +7.0% | -14.4% | -8.2% |
| 6M | +40.6% | +17.5% | +23.1% | +33.2% |
| YTD | +94.3% | +38.8% | +55.5% | +80.7% |
| 1Y | +164.3% | +69.2% | +95.1% | +135.8% |
| All | +164.3% | +66.3% | +98.0% | +135.8% |
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