+8,175.3%
QLD vs VTRS
+26.0%
+8,149.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.2% | +0.3% |
| 7D | +12.5% | +9.0% | +3.5% | +7.5% |
| 30D | -15.7% | +19.8% | -35.5% | -23.5% |
| 3M | -11.9% | +29.3% | -41.3% | -23.5% |
| 6M | -10.3% | +22.2% | -32.4% | -20.5% |
| YTD | +15.6% | +69.9% | -54.3% | -15.2% |
| 1Y | +12.1% | +94.4% | -82.3% | -23.6% |
| 3Y | +150.7% | +154.8% | -4.2% | +39.2% |
| 5Y | +86.6% | +80.8% | +5.8% | +21.0% |
| 10Y | +1,509.7% | -31.8% | +1,541.5% | +1,448.2% |
| All | +8,175.3% | +26.0% | +8,149.3% | +2,781.8% |
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