+69.5%
T vs VTRS
+47.1%
+22.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.9% |
| 7D | +1.5% | -2.2% | +3.7% | +1.8% |
| 30D | +7.5% | +3.3% | +4.1% | +6.9% |
| 3M | +14.8% | +2.0% | +12.8% | +14.3% |
| 6M | -1.7% | +19.9% | -21.7% | -4.7% |
| YTD | +8.7% | +35.7% | -27.0% | +3.1% |
| 1Y | -7.5% | +68.1% | -75.6% | -15.5% |
| 3Y | +110.2% | +87.1% | +23.2% | +82.1% |
| All | +69.5% | +47.1% | +22.4% | +45.9% |
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 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