-0.4%
SLB vs VTRS
+83.1%
-83.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -2.4% | -3.3% | +0.9% | -1.7% |
| 30D | +4.9% | +1.4% | +3.5% | +4.5% |
| 3M | +1.4% | +4.6% | -3.2% | -0.2% |
| 6M | +17.6% | +18.1% | -0.4% | +11.4% |
| YTD | +48.3% | +34.7% | +13.7% | +35.3% |
| 1Y | +58.7% | +65.6% | -7.0% | +36.7% |
| All | -0.4% | +83.1% | -83.5% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling