+12.8%
TEAM vs VTRS
+66.3%
-53.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.6% |
| 7D | -0.4% | +3.3% | -3.7% | -0.6% |
| 30D | +67.3% | -3.6% | +70.9% | +67.5% |
| 3M | +86.8% | +7.0% | +79.8% | +86.9% |
| 6M | +146.8% | +17.5% | +129.4% | +146.4% |
| YTD | +16.9% | +38.8% | -21.9% | +12.9% |
| 1Y | +12.8% | +69.2% | -56.4% | +3.6% |
| All | +12.8% | +66.3% | -53.5% | +3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling