-17.3%
TEM vs VTRS
+66.3%
-83.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.9% | +3.3% | -2.4% | +0.2% |
| 30D | +38.4% | -3.6% | +42.0% | +39.2% |
| 3M | +23.7% | +7.0% | +16.7% | +22.1% |
| 6M | +26.0% | +17.5% | +8.5% | +19.0% |
| YTD | +9.4% | +38.8% | -29.3% | -1.6% |
| 1Y | -17.3% | +69.2% | -86.5% | -30.3% |
| All | -17.3% | +66.3% | -83.6% | -30.3% |
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