+218.5%
PWR vs VTRS
+84.5%
+133.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.4% | +5.0% |
| 7D | +4.2% | -2.2% | +6.4% | +4.5% |
| 30D | -4.0% | +3.3% | -7.4% | -4.5% |
| 3M | -4.8% | +2.0% | -6.8% | -5.3% |
| 6M | +14.6% | +19.9% | -5.3% | +10.4% |
| YTD | +54.2% | +35.7% | +18.5% | +45.2% |
| 1Y | +67.1% | +68.1% | -1.0% | +51.2% |
| 3Y | +218.5% | +87.1% | +131.4% | +169.5% |
| All | +218.5% | +84.5% | +133.9% | +169.5% |
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