+746.4%
TEAM vs VTRS
-59.5%
+805.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | -4.7% | -3.5% | -1.2% | -3.9% |
| 30D | +17.0% | +2.1% | +14.9% | +16.4% |
| 3M | +85.9% | +2.6% | +83.3% | +84.8% |
| 6M | +116.7% | +17.8% | +98.9% | +108.6% |
| YTD | +9.6% | +35.7% | -26.0% | +1.6% |
| 1Y | -2.5% | +63.5% | -66.0% | -13.5% |
| 3Y | -14.0% | +85.1% | -99.1% | -27.3% |
| 5Y | -53.1% | +42.5% | -95.6% | -59.1% |
| 10Y | +502.9% | -48.2% | +551.1% | +515.0% |
| All | +746.4% | -59.5% | +805.9% | +857.9% |
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 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