+1,831.4%
T vs VTRS
+552.8%
+1,278.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -3.1% | -3.5% | +0.4% | -2.6% |
| 30D | +4.6% | +2.1% | +2.5% | +4.3% |
| 3M | +12.2% | +2.6% | +9.6% | +11.7% |
| 6M | -6.5% | +17.8% | -24.2% | -8.8% |
| YTD | +4.9% | +35.7% | -30.8% | +0.1% |
| 1Y | -10.5% | +63.5% | -74.0% | -16.9% |
| 3Y | +104.6% | +85.1% | +19.5% | +84.1% |
| 5Y | +64.2% | +42.5% | +21.7% | +51.2% |
| 10Y | +68.4% | -48.2% | +116.7% | +69.1% |
| All | +1,831.4% | +552.8% | +1,278.7% | +1,137.4% |
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