+3.3%
SNOW vs VTRS
+47.1%
-43.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -2.4% | -2.2% | -0.2% | -1.9% |
| 30D | -1.0% | +3.3% | -4.3% | -2.0% |
| 3M | +36.9% | +2.0% | +34.9% | +35.6% |
| 6M | +83.4% | +19.9% | +63.4% | +73.0% |
| YTD | +50.0% | +35.7% | +14.2% | +36.0% |
| 1Y | +46.5% | +68.1% | -21.6% | +24.3% |
| 3Y | +93.3% | +87.1% | +6.2% | +50.4% |
| All | +3.3% | +47.1% | -43.8% | -18.7% |
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