+8.2%
GD vs VTRS
+90.6%
-82.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -2.8% |
| 7D | +3.0% | +2.4% | +0.6% | +2.6% |
| 30D | +10.5% | +9.1% | +1.4% | +9.3% |
| 3M | -5.0% | +9.4% | -14.4% | -6.1% |
| 6M | +5.5% | +28.3% | -22.8% | +1.7% |
| YTD | +10.3% | +58.0% | -47.7% | +3.5% |
| 1Y | +8.2% | +89.7% | -81.6% | -0.7% |
| All | +8.2% | +90.6% | -82.5% | -0.7% |
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