+282.9%
SPGI vs VTRS
-48.4%
+331.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -7.4% | -2.2% | -5.2% | -7.0% |
| 30D | +0.4% | +3.3% | -2.9% | -0.3% |
| 3M | +5.3% | +2.0% | +3.3% | +4.7% |
| 6M | +1.7% | +19.9% | -18.3% | -2.4% |
| YTD | -16.4% | +35.7% | -52.1% | -22.1% |
| 1Y | -20.5% | +68.1% | -88.6% | -29.4% |
| 3Y | +14.2% | +87.1% | -72.9% | -3.0% |
| 5Y | +0.6% | +47.6% | -47.1% | -12.3% |
| All | +282.9% | -48.4% | +331.2% | +274.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling