+96.9%
PSX vs VTRS
+90.6%
+6.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.4% |
| 7D | -5.2% | +2.4% | -7.6% | -4.9% |
| 30D | -3.7% | +9.1% | -12.8% | -2.9% |
| 3M | +26.8% | +9.4% | +17.4% | +28.0% |
| 6M | +47.3% | +28.3% | +19.0% | +48.9% |
| YTD | +105.4% | +58.0% | +47.4% | +102.8% |
| 1Y | +96.9% | +89.7% | +7.2% | +88.2% |
| All | +96.9% | +90.6% | +6.3% | +88.2% |
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