+1,561.5%
QQQ vs VTRS
+66.6%
+1,494.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | -0.6% | -2.2% | +1.6% | -0.1% |
| 30D | -1.2% | +3.3% | -4.5% | -2.0% |
| 3M | -0.2% | +2.0% | -2.2% | -1.0% |
| 6M | +17.9% | +19.9% | -2.0% | +12.4% |
| YTD | +16.6% | +35.7% | -19.1% | +7.7% |
| 1Y | +23.0% | +68.1% | -45.1% | +7.7% |
| 3Y | +92.9% | +87.1% | +5.9% | +61.3% |
| 5Y | +95.6% | +47.6% | +48.0% | +68.9% |
| 10Y | +570.4% | -48.2% | +618.5% | +583.9% |
| All | +1,561.5% | +66.6% | +1,494.8% | +1,015.3% |
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