+52.3%
ROST vs VTRS
+66.3%
-14.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | +0.9% | +3.3% | -2.4% | +0.4% |
| 30D | -8.9% | -3.6% | -5.3% | -8.5% |
| 3M | -0.8% | +7.0% | -7.8% | -2.2% |
| 6M | +8.5% | +17.5% | -9.0% | +4.6% |
| YTD | +28.6% | +38.8% | -10.2% | +19.6% |
| 1Y | +52.3% | +69.2% | -16.9% | +34.8% |
| All | +52.3% | +66.3% | -14.0% | +34.8% |
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 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