+770.8%
IVV vs VTRS
+91.1%
+679.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.2% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | -1.0% | +1.9% | -2.8% | -1.4% |
| 3M | +3.9% | +5.1% | -1.2% | +2.3% |
| 6M | +14.5% | +20.1% | -5.6% | +9.1% |
| YTD | +12.9% | +36.6% | -23.7% | +4.0% |
| 1Y | +19.4% | +64.1% | -44.7% | +5.0% |
| 3Y | +78.8% | +86.4% | -7.6% | +49.2% |
| 5Y | +82.2% | +40.9% | +41.3% | +58.7% |
| 10Y | +313.7% | -48.7% | +362.4% | +322.7% |
| All | +770.8% | +91.1% | +679.7% | +464.1% |
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