+32.4%
PWR vs VTRS
+90.6%
-58.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.6% | -13.2% | -11.8% |
| 7D | -4.4% | +2.4% | -6.8% | -4.5% |
| 30D | -15.1% | +9.1% | -24.1% | -15.6% |
| 3M | -16.2% | +9.4% | -25.6% | -16.8% |
| 6M | -23.3% | +28.3% | -51.7% | -25.5% |
| YTD | +37.6% | +58.0% | -20.4% | +29.2% |
| 1Y | +32.4% | +89.7% | -57.3% | +20.2% |
| All | +32.4% | +90.6% | -58.2% | +20.2% |
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