+14.7%
QLD vs VTRS
+90.6%
-76.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.6% |
| 7D | -9.4% | +2.4% | -11.8% | -9.8% |
| 30D | -17.1% | +9.1% | -26.1% | -18.5% |
| 3M | -10.4% | +9.4% | -19.8% | -12.1% |
| 6M | +0.7% | +28.3% | -27.6% | -6.2% |
| YTD | +17.7% | +58.0% | -40.3% | +2.7% |
| 1Y | +14.7% | +89.7% | -75.0% | -5.2% |
| All | +14.7% | +90.6% | -76.0% | -5.2% |
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