+945.1%
IGV vs VTRS
+69.7%
+875.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -1.5% | -3.5% | +1.9% | -0.6% |
| 30D | -3.0% | +2.1% | -5.1% | -3.7% |
| 3M | +9.6% | +2.6% | +7.0% | +8.5% |
| 6M | +16.1% | +17.8% | -1.6% | +10.2% |
| YTD | -3.6% | +35.7% | -39.3% | -12.5% |
| 1Y | -7.8% | +63.5% | -71.3% | -20.9% |
| 3Y | +40.0% | +85.1% | -45.1% | +12.7% |
| 5Y | +21.2% | +42.5% | -21.3% | +2.2% |
| 10Y | +364.4% | -48.2% | +412.6% | +376.2% |
| All | +945.1% | +69.7% | +875.4% | +378.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling