-2.7%
SMCI vs VTRS
+66.3%
-69.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +6.8% | +3.3% | +3.5% | +5.8% |
| 30D | +30.6% | -3.6% | +34.2% | +31.9% |
| 3M | -15.6% | +7.0% | -22.5% | -18.0% |
| 6M | +21.3% | +17.5% | +3.8% | +11.8% |
| YTD | +35.3% | +38.8% | -3.5% | +21.9% |
| 1Y | -2.7% | +69.2% | -71.9% | -14.5% |
| All | -2.7% | +66.3% | -69.0% | -14.5% |
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