+2,859.0%
FITB vs VTRS
+552.8%
+2,306.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -0.4% | -3.5% | +3.1% | +0.5% |
| 30D | -5.1% | +2.1% | -7.3% | -5.7% |
| 3M | +3.5% | +2.6% | +0.9% | +2.6% |
| 6M | +17.2% | +17.8% | -0.5% | +11.8% |
| YTD | +17.6% | +35.7% | -18.0% | +7.8% |
| 1Y | +23.4% | +63.5% | -40.1% | +7.2% |
| 3Y | +129.7% | +85.1% | +44.6% | +89.9% |
| 5Y | +68.4% | +42.5% | +25.9% | +47.0% |
| 10Y | +285.6% | -48.2% | +333.8% | +305.5% |
| All | +2,859.0% | +552.8% | +2,306.2% | +1,639.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling