+790.7%
FIX vs VTRS
+88.4%
+702.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +2.7% |
| 7D | +6.1% | -0.1% | +6.2% | +6.1% |
| 30D | -2.7% | +1.9% | -4.5% | -3.0% |
| 3M | -10.9% | +5.1% | -16.0% | -12.2% |
| 6M | +29.0% | +20.1% | +8.9% | +22.8% |
| YTD | +76.9% | +36.6% | +40.3% | +64.1% |
| 1Y | +130.7% | +64.1% | +66.6% | +105.7% |
| 3Y | +790.7% | +86.4% | +704.3% | +638.3% |
| All | +790.7% | +88.4% | +702.3% | +638.3% |
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