+107.5%
SOXX vs VTRS
+66.8%
+40.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | +1.4% | -2.2% | +3.6% | +1.7% |
| 30D | -3.6% | +3.3% | -6.9% | -4.0% |
| 3M | -10.2% | +2.0% | -12.1% | -10.6% |
| 6M | +54.2% | +19.9% | +34.3% | +44.6% |
| YTD | +75.2% | +35.7% | +39.5% | +62.2% |
| 1Y | +107.5% | +68.1% | +39.4% | +83.3% |
| All | +107.5% | +66.8% | +40.7% | +83.3% |
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