-25.1%
NOW vs VTRS
+81.4%
-106.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +0.3% | +4.6% | -4.3% | -0.6% |
| 30D | -27.0% | +19.4% | -46.3% | -29.6% |
| 3M | -19.6% | +30.8% | -50.4% | -24.1% |
| 6M | +17.5% | +21.6% | -4.2% | +12.3% |
| YTD | -33.3% | +71.2% | -104.4% | -41.1% |
| 1Y | -39.8% | +97.6% | -137.4% | -48.7% |
| 3Y | -19.9% | +163.9% | -183.8% | -40.0% |
| All | -25.1% | +81.4% | -106.5% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling