+37.3%
GS vs VTRS
+64.0%
-26.6%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | +2.4% | -3.5% | +5.9% | +3.1% |
| 30D | -0.1% | +2.1% | -2.2% | -0.5% |
| 3M | +0.2% | +2.6% | -2.4% | -0.5% |
| 6M | +24.8% | +17.8% | +7.0% | +19.5% |
| YTD | +18.8% | +35.7% | -16.9% | +12.7% |
| 1Y | +37.3% | +63.5% | -26.2% | +25.5% |
| All | +37.3% | +64.0% | -26.6% | +25.5% |
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 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