+47.6%
ON vs VTRS
+90.6%
-43.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.2% |
| 7D | -5.8% | +2.4% | -8.2% | -6.3% |
| 30D | -17.1% | +9.1% | -26.2% | -18.7% |
| 3M | -11.8% | +9.4% | -21.2% | -13.7% |
| 6M | -30.2% | +28.3% | -58.5% | -36.3% |
| YTD | +31.6% | +58.0% | -26.5% | +10.6% |
| 1Y | +47.6% | +89.7% | -42.2% | +17.0% |
| All | +47.6% | +90.6% | -43.1% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling