+1,602.9%
NET vs VTRS
-8.0%
+1,610.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.7% |
| 7D | +9.9% | -2.2% | +12.1% | +10.5% |
| 30D | -1.6% | +3.3% | -4.9% | -2.5% |
| 3M | +34.8% | +2.0% | +32.8% | +33.7% |
| 6M | +43.9% | +19.9% | +24.0% | +36.9% |
| YTD | +55.5% | +35.7% | +19.7% | +43.0% |
| 1Y | +36.5% | +68.1% | -31.6% | +18.4% |
| 3Y | +368.3% | +87.1% | +281.2% | +280.4% |
| 5Y | +140.5% | +47.6% | +92.8% | +99.6% |
| All | +1,602.9% | -8.0% | +1,610.9% | +1,581.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling