+35.6%
EWZ vs VTRS
+66.3%
-30.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.7% |
| 7D | +6.5% | +3.3% | +3.2% | +6.0% |
| 30D | +4.8% | -3.6% | +8.5% | +5.3% |
| 3M | +9.9% | +7.0% | +2.9% | +8.4% |
| 6M | +1.9% | +17.5% | -15.5% | -2.1% |
| YTD | +20.3% | +38.8% | -18.5% | +14.0% |
| 1Y | +35.6% | +69.2% | -33.6% | +24.1% |
| All | +35.6% | +66.3% | -30.7% | +24.1% |
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