-22.2%
ON vs VTRS
+84.5%
-106.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.8% | +7.7% | +8.2% |
| 7D | +2.4% | -2.2% | +4.6% | +3.4% |
| 30D | -8.6% | +3.3% | -11.9% | -9.9% |
| 3M | -34.3% | +2.0% | -36.3% | -35.7% |
| 6M | +28.5% | +19.9% | +8.6% | +15.0% |
| YTD | +40.6% | +35.7% | +4.9% | +18.1% |
| 1Y | +55.3% | +68.1% | -12.8% | +16.7% |
| 3Y | -22.2% | +87.1% | -109.3% | -49.5% |
| All | -22.2% | +84.5% | -106.7% | -49.5% |
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