+145.7%
MP vs VTRS
+161.6%
-16.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | +2.3% | +9.6% | -7.3% | +0.2% |
| 30D | -15.3% | +20.1% | -35.4% | -18.7% |
| 3M | -33.5% | +30.3% | -63.8% | -37.3% |
| 6M | -45.5% | +26.3% | -71.8% | -48.5% |
| YTD | -27.3% | +73.1% | -100.4% | -36.8% |
| 1Y | -40.7% | +94.7% | -135.4% | -50.1% |
| All | +145.7% | +161.6% | -16.0% | +21.6% |
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