+8.2%
NOW vs VTRS
+84.4%
-76.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -4.1% | -3.5% | -0.7% | -3.7% |
| 30D | +2.9% | +2.1% | +0.8% | +2.5% |
| 3M | +22.6% | +2.6% | +20.0% | +22.1% |
| 6M | +7.5% | +17.8% | -10.2% | +5.1% |
| YTD | -14.4% | +35.7% | -50.1% | -18.3% |
| 1Y | -29.8% | +63.5% | -93.3% | -35.0% |
| All | +8.2% | +84.4% | -76.2% | -6.5% |
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