+297.0%
MXL vs VTRS
+90.6%
+206.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.6% | -12.7% | -11.1% |
| 7D | -24.3% | +2.4% | -26.7% | -24.3% |
| 30D | -46.1% | +9.1% | -55.2% | -46.0% |
| 3M | -21.8% | +9.4% | -31.2% | -21.8% |
| 6M | -27.2% | +28.3% | -55.6% | -29.1% |
| YTD | +226.2% | +58.0% | +168.1% | +199.8% |
| 1Y | +297.0% | +89.7% | +207.3% | +246.4% |
| All | +297.0% | +90.6% | +206.4% | +246.4% |
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