+76.4%
SLB vs VTRS
+81.4%
-5.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +3.5% | +4.6% | -1.1% | +2.3% |
| 30D | +6.5% | +19.4% | -12.9% | +1.6% |
| 3M | -0.2% | +30.8% | -31.0% | -7.2% |
| 6M | -5.7% | +21.6% | -27.4% | -11.1% |
| YTD | +36.8% | +71.2% | -34.3% | +15.9% |
| 1Y | +45.8% | +97.6% | -51.8% | +18.2% |
| 3Y | +3.4% | +163.9% | -160.5% | -26.6% |
| All | +76.4% | +81.4% | -5.1% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling