+34,147.2%
LOW vs VTRS
+553.2%
+33,594.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -3.7% | -2.2% | -1.5% | -3.3% |
| 30D | -8.9% | +3.3% | -12.2% | -9.5% |
| 3M | -10.4% | +2.0% | -12.4% | -10.9% |
| 6M | -19.4% | +19.9% | -39.3% | -22.6% |
| YTD | -17.1% | +35.7% | -52.9% | -22.7% |
| 1Y | -26.3% | +68.1% | -94.4% | -34.4% |
| 3Y | -9.9% | +87.1% | -97.0% | -22.8% |
| 5Y | +6.1% | +47.6% | -41.5% | -6.4% |
| 10Y | +230.8% | -48.2% | +279.0% | +238.3% |
| All | +34,147.2% | +553.2% | +33,594.1% | +15,618.9% |
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