+91.4%
EXPE vs VTRS
+47.1%
+44.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.1% |
| 7D | -5.8% | -2.2% | -3.6% | -5.0% |
| 30D | -13.6% | +3.3% | -16.9% | -14.7% |
| 3M | +25.2% | +2.0% | +23.2% | +24.1% |
| 6M | +22.3% | +19.9% | +2.4% | +13.9% |
| YTD | -0.3% | +35.7% | -36.0% | -12.2% |
| 1Y | +27.8% | +68.1% | -40.3% | +3.1% |
| 3Y | +162.4% | +87.1% | +75.4% | +89.7% |
| All | +91.4% | +47.1% | +44.3% | +41.2% |
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