+72.9%
PBR vs VTRS
+90.6%
-17.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.6% | -8.6% | -6.9% |
| 7D | -11.0% | +2.4% | -13.4% | -10.9% |
| 30D | -18.8% | +9.1% | -27.8% | -18.6% |
| 3M | +7.8% | +9.4% | -1.6% | +8.1% |
| 6M | -7.6% | +28.3% | -35.9% | -8.8% |
| YTD | +72.7% | +58.0% | +14.6% | +63.6% |
| 1Y | +72.9% | +89.7% | -16.8% | +56.1% |
| All | +72.9% | +90.6% | -17.7% | +56.1% |
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