+13,099.8%
FIX vs VTRS
+232.2%
+12,867.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.5% | +6.1% |
| 7D | +5.0% | -2.2% | +7.2% | +5.6% |
| 30D | -2.7% | +3.3% | -6.0% | -3.5% |
| 3M | -8.2% | +2.0% | -10.2% | -9.1% |
| 6M | +20.3% | +19.9% | +0.3% | +14.3% |
| YTD | +81.4% | +35.7% | +45.7% | +66.9% |
| 1Y | +121.5% | +68.1% | +53.4% | +92.8% |
| 3Y | +807.4% | +87.1% | +720.3% | +651.4% |
| 5Y | +2,306.7% | +47.6% | +2,259.1% | +1,963.6% |
| 10Y | +6,321.9% | -48.2% | +6,370.1% | +6,488.4% |
| All | +13,099.8% | +232.2% | +12,867.5% | +7,847.5% |
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