+199.8%
TER vs VTRS
+66.3%
+133.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.5% |
| 7D | +0.6% | +3.3% | -2.7% | 0.0% |
| 30D | -8.3% | -3.6% | -4.7% | -7.7% |
| 3M | -12.2% | +7.0% | -19.2% | -13.8% |
| 6M | +17.0% | +17.5% | -0.4% | +8.4% |
| YTD | +84.6% | +38.8% | +45.8% | +68.7% |
| 1Y | +199.8% | +69.2% | +130.6% | +163.7% |
| All | +199.8% | +66.3% | +133.5% | +163.7% |
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