+229.2%
MXL vs VTRS
+84.5%
+144.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.7% | +7.3% |
| 7D | +18.9% | -2.2% | +21.0% | +19.6% |
| 30D | +0.3% | +3.3% | -3.0% | -0.7% |
| 3M | -8.0% | +2.0% | -10.0% | -9.9% |
| 6M | +341.2% | +19.9% | +321.3% | +299.9% |
| YTD | +327.8% | +35.7% | +292.1% | +267.1% |
| 1Y | +364.9% | +68.1% | +296.8% | +262.6% |
| 3Y | +229.2% | +87.1% | +142.1% | +102.0% |
| All | +229.2% | +84.5% | +144.7% | +102.0% |
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 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