+43.2%
TER vs VTRS
+90.6%
-47.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.6% | -8.4% | -7.0% |
| 7D | -19.9% | +2.4% | -22.3% | -20.1% |
| 30D | -43.5% | +9.1% | -52.6% | -44.2% |
| 3M | -37.8% | +9.4% | -47.2% | -38.5% |
| 6M | -25.6% | +28.3% | -53.9% | -30.2% |
| YTD | +29.8% | +58.0% | -28.2% | +17.4% |
| 1Y | +43.2% | +89.7% | -46.5% | +26.3% |
| All | +43.2% | +90.6% | -47.5% | +26.3% |
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