+2,771.1%
NOW vs VTRS
+0.1%
+2,771.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -2.4% | +3.3% | -5.7% | -3.2% |
| 30D | +20.5% | -3.6% | +24.2% | +21.3% |
| 3M | +18.3% | +7.0% | +11.4% | +16.1% |
| 6M | +24.1% | +17.5% | +6.6% | +18.5% |
| YTD | -7.8% | +38.8% | -46.6% | -15.9% |
| 1Y | -21.4% | +69.2% | -90.6% | -32.1% |
| 3Y | +19.5% | +77.5% | -57.9% | -1.1% |
| 5Y | +4.1% | +39.9% | -35.8% | -10.7% |
| 10Y | +826.4% | -47.1% | +873.5% | +840.4% |
| All | +2,771.1% | +0.1% | +2,771.0% | +2,530.6% |
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 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