-7.7%
MDB vs VTRS
+90.6%
-98.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.3% |
| 7D | -16.5% | +2.4% | -18.9% | -16.8% |
| 30D | -8.6% | +9.1% | -17.7% | -9.8% |
| 3M | -13.6% | +9.4% | -23.0% | -14.9% |
| 6M | +24.1% | +28.3% | -4.3% | +15.0% |
| YTD | -21.8% | +58.0% | -79.8% | -27.6% |
| 1Y | -7.7% | +89.7% | -97.4% | -14.9% |
| All | -7.7% | +90.6% | -98.3% | -14.9% |
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 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