-16.0%
TEAM vs VTRS
+84.5%
-100.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -5.2% | -2.2% | -3.0% | -4.8% |
| 30D | +15.8% | +3.3% | +12.4% | +15.0% |
| 3M | +101.5% | +2.0% | +99.5% | +100.7% |
| 6M | +138.2% | +19.9% | +118.2% | +130.3% |
| YTD | +10.8% | +35.7% | -24.9% | +3.2% |
| 1Y | +1.7% | +68.1% | -66.4% | -10.2% |
| 3Y | -16.0% | +87.1% | -103.1% | -33.0% |
| All | -16.0% | +84.5% | -100.5% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling