+9,127.5%
QLD vs VTRS
+2.9%
+9,124.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +0.6% | +3.3% | -2.7% | -1.2% |
| 30D | -0.1% | -3.6% | +3.5% | +1.5% |
| 3M | -8.4% | +7.0% | -15.3% | -12.6% |
| 6M | +32.2% | +17.5% | +14.7% | +19.4% |
| YTD | +28.9% | +38.8% | -9.9% | +5.6% |
| 1Y | +43.8% | +69.2% | -25.4% | +5.0% |
| 3Y | +176.6% | +77.5% | +99.1% | +87.3% |
| 5Y | +121.6% | +39.9% | +81.7% | +64.6% |
| 10Y | +1,652.9% | -47.1% | +1,700.0% | +1,829.5% |
| All | +9,127.5% | +2.9% | +9,124.6% | +3,488.0% |
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