+250.1%
SPOT vs VTRS
-48.6%
+298.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -6.9% | -3.3% | -3.5% | -6.3% |
| 30D | +4.1% | +1.4% | +2.8% | +3.9% |
| 3M | +3.7% | +4.6% | -0.9% | +2.7% |
| 6M | -1.6% | +18.1% | -19.7% | -5.0% |
| YTD | -10.2% | +34.7% | -44.8% | -15.8% |
| 1Y | -25.9% | +65.6% | -91.5% | -33.4% |
| 3Y | +235.6% | +83.8% | +151.8% | +188.4% |
| 5Y | +110.6% | +46.5% | +64.1% | +84.6% |
| All | +250.1% | -48.6% | +298.8% | +226.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling