-31.8%
LVS vs VTRS
+90.6%
-122.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.6% | +4.9% | +6.2% |
| 7D | +13.4% | +2.4% | +11.0% | +13.0% |
| 30D | +12.2% | +9.1% | +3.1% | +10.7% |
| 3M | -10.7% | +9.4% | -20.2% | -12.1% |
| 6M | -19.8% | +28.3% | -48.2% | -23.2% |
| YTD | -35.8% | +58.0% | -93.8% | -40.9% |
| 1Y | -31.8% | +89.7% | -121.5% | -39.0% |
| All | -31.8% | +90.6% | -122.4% | -39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling