+66.5%
HST vs VTRS
+84.5%
-18.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.2% |
| 7D | +0.9% | -2.2% | +3.1% | +1.5% |
| 30D | -2.5% | +3.3% | -5.8% | -3.4% |
| 3M | -5.1% | +2.0% | -7.1% | -5.7% |
| 6M | +21.6% | +19.9% | +1.7% | +15.0% |
| YTD | +31.6% | +35.7% | -4.1% | +19.7% |
| 1Y | +36.1% | +68.1% | -32.0% | +16.0% |
| 3Y | +66.5% | +87.1% | -20.6% | +24.4% |
| All | +66.5% | +84.5% | -18.0% | +24.4% |
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