+14,875.9%
MO vs VTRS
+553.2%
+14,322.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +0.1% | -2.2% | +2.3% | +0.4% |
| 30D | +7.1% | +3.3% | +3.8% | +6.7% |
| 3M | -2.0% | +2.0% | -3.9% | -2.3% |
| 6M | +7.3% | +19.9% | -12.6% | +4.5% |
| YTD | +23.5% | +35.7% | -12.3% | +18.1% |
| 1Y | +11.0% | +68.1% | -57.1% | +3.1% |
| 3Y | +95.0% | +87.1% | +7.9% | +76.0% |
| 5Y | +100.6% | +47.6% | +53.0% | +84.2% |
| 10Y | +114.5% | -48.2% | +162.7% | +115.3% |
| All | +14,875.9% | +553.2% | +14,322.7% | +7,681.0% |
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 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