+287.4%
NET vs VTRS
+132.6%
+154.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.3% | -7.0% | -8.1% |
| 7D | -21.2% | -1.2% | -20.0% | -21.0% |
| 30D | -31.1% | +8.2% | -39.3% | -32.1% |
| 3M | -16.5% | +8.3% | -24.8% | -17.8% |
| 6M | 0.0% | +24.1% | -24.0% | -3.8% |
| YTD | +24.0% | +56.0% | -31.9% | +15.4% |
| 1Y | +7.0% | +82.7% | -75.7% | -2.4% |
| All | +287.4% | +132.6% | +154.8% | +203.3% |
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