+260.8%
GE vs VTRS
+84.5%
+176.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.3% |
| 7D | -4.0% | -2.2% | -1.8% | -3.7% |
| 30D | -11.4% | +3.3% | -14.7% | -11.9% |
| 3M | -2.6% | +2.0% | -4.6% | -3.1% |
| 6M | -0.3% | +19.9% | -20.3% | -3.3% |
| YTD | +5.4% | +35.7% | -30.4% | +0.6% |
| 1Y | +15.5% | +68.1% | -52.6% | +7.4% |
| 3Y | +260.8% | +87.1% | +173.7% | +203.3% |
| All | +260.8% | +84.5% | +176.3% | +203.3% |
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