+338.3%
SU vs VTRS
+47.1%
+291.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +2.2% | -2.2% | +4.4% | +2.6% |
| 30D | +8.4% | +3.3% | +5.1% | +7.8% |
| 3M | +12.1% | +2.0% | +10.1% | +11.5% |
| 6M | +19.7% | +19.9% | -0.3% | +14.8% |
| YTD | +58.4% | +35.7% | +22.7% | +47.7% |
| 1Y | +67.2% | +68.1% | -0.9% | +48.6% |
| 3Y | +125.0% | +87.1% | +38.0% | +88.5% |
| All | +338.3% | +47.1% | +291.2% | +261.5% |
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