+70.7%
MA vs VTRS
+158.7%
-88.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | +1.3% | +4.6% | -3.3% | +0.7% |
| 30D | +9.6% | +19.4% | -9.8% | +7.1% |
| 3M | +16.8% | +30.8% | -14.0% | +12.7% |
| 6M | +35.2% | +21.6% | +13.5% | +31.4% |
| YTD | +16.6% | +71.2% | -54.6% | +8.0% |
| 1Y | +19.8% | +97.6% | -77.8% | +8.7% |
| 3Y | +70.7% | +163.9% | -93.2% | +51.7% |
| All | +70.7% | +158.7% | -88.0% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling