+247.9%
SOXX vs VTRS
+47.1%
+200.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.6% |
| 7D | +1.4% | -2.2% | +3.6% | +2.1% |
| 30D | -3.6% | +3.3% | -6.9% | -4.6% |
| 3M | -10.2% | +2.0% | -12.1% | -11.4% |
| 6M | +54.2% | +19.9% | +34.3% | +43.6% |
| YTD | +75.2% | +35.7% | +39.5% | +56.3% |
| 1Y | +107.5% | +68.1% | +39.4% | +71.7% |
| 3Y | +226.8% | +87.1% | +139.7% | +149.8% |
| All | +247.9% | +47.1% | +200.8% | +173.5% |
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 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