+106.9%
MTSI vs VTRS
+63.2%
+43.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.7% | -4.1% | -4.7% |
| 7D | +4.8% | -3.3% | +8.1% | +5.1% |
| 30D | -9.2% | +1.4% | -10.5% | -9.3% |
| 3M | -23.1% | +4.6% | -27.8% | -25.0% |
| 6M | +23.5% | +18.1% | +5.4% | +16.5% |
| YTD | +59.1% | +34.7% | +24.4% | +55.0% |
| 1Y | +106.9% | +65.6% | +41.2% | +103.6% |
| All | +106.9% | +63.2% | +43.6% | +103.6% |
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 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