+13,624.1%
MA vs VTRS
+3.6%
+13,620.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.0% |
| 7D | -1.8% | -0.1% | -1.6% | -1.7% |
| 30D | +1.4% | +1.9% | -0.4% | +0.8% |
| 3M | +17.7% | +5.1% | +12.7% | +15.7% |
| 6M | +9.7% | +20.1% | -10.4% | +3.3% |
| YTD | +0.5% | +36.6% | -36.1% | -9.3% |
| 1Y | -2.1% | +64.1% | -66.2% | -16.6% |
| 3Y | +40.1% | +86.4% | -46.3% | +11.2% |
| 5Y | +67.5% | +40.9% | +26.6% | +40.7% |
| 10Y | +505.6% | -48.7% | +554.3% | +525.0% |
| All | +13,624.1% | +3.6% | +13,620.5% | +7,033.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling