+8,746.5%
PWR vs VTRS
+168.6%
+8,577.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.4% | +4.9% |
| 7D | +4.2% | -2.2% | +6.4% | +4.9% |
| 30D | -4.0% | +3.3% | -7.4% | -5.0% |
| 3M | -4.8% | +2.0% | -6.8% | -5.8% |
| 6M | +14.6% | +19.9% | -5.3% | +7.8% |
| YTD | +54.2% | +35.7% | +18.5% | +39.3% |
| 1Y | +67.1% | +68.1% | -1.0% | +41.2% |
| 3Y | +218.5% | +87.1% | +131.4% | +152.9% |
| 5Y | +466.3% | +47.6% | +418.6% | +366.3% |
| 10Y | +2,520.4% | -48.2% | +2,568.6% | +2,599.2% |
| All | +8,746.5% | +168.6% | +8,577.9% | +5,834.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling