+3.6%
GOOG vs VTRS
+90.6%
-87.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.7% | +3.1% |
| 7D | -10.7% | +2.4% | -13.1% | -11.0% |
| 30D | -16.4% | +9.1% | -25.5% | -17.4% |
| 3M | -23.4% | +9.4% | -32.8% | -24.4% |
| 6M | -24.2% | +28.3% | -52.6% | -27.4% |
| YTD | -8.3% | +58.0% | -66.3% | -15.9% |
| 1Y | +3.6% | +89.7% | -86.1% | -7.9% |
| All | +3.6% | +90.6% | -87.0% | -7.9% |
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