-17.8%
MP vs VTRS
+63.2%
-81.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.7% | -4.8% | -5.5% |
| 7D | -4.6% | -3.3% | -1.3% | -4.5% |
| 30D | -7.1% | +1.4% | -8.5% | -7.1% |
| 3M | -4.0% | +4.6% | -8.6% | -4.1% |
| 6M | -16.7% | +18.1% | -34.7% | -19.4% |
| YTD | +1.6% | +34.7% | -33.1% | +3.6% |
| 1Y | -17.8% | +65.6% | -83.4% | -12.0% |
| All | -17.8% | +63.2% | -81.0% | -12.0% |
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