-85.6%
SMR vs VTRS
+90.6%
-176.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.8% |
| 7D | -9.5% | +2.4% | -11.9% | -10.0% |
| 30D | -33.2% | +9.1% | -42.3% | -34.5% |
| 3M | -45.9% | +9.4% | -55.3% | -47.2% |
| 6M | -57.9% | +28.3% | -86.2% | -61.2% |
| YTD | -63.8% | +58.0% | -121.8% | -69.2% |
| 1Y | -85.6% | +89.7% | -175.3% | -89.1% |
| All | -85.6% | +90.6% | -176.2% | -89.1% |
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