+5.2%
LOW vs VTRS
+47.1%
-41.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -3.7% | -2.2% | -1.5% | -3.2% |
| 30D | -8.9% | +3.3% | -12.2% | -9.7% |
| 3M | -10.4% | +2.0% | -12.4% | -11.0% |
| 6M | -19.4% | +19.9% | -39.3% | -23.2% |
| YTD | -17.1% | +35.7% | -52.9% | -23.7% |
| 1Y | -26.3% | +68.1% | -94.4% | -35.8% |
| 3Y | -9.9% | +87.1% | -97.0% | -25.8% |
| All | +5.2% | +47.1% | -41.9% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling