+229.2%
TER vs VTRS
+66.8%
+162.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.4% |
| 7D | +6.4% | -2.2% | +8.5% | +6.7% |
| 30D | -5.7% | +3.3% | -9.0% | -6.2% |
| 3M | -0.4% | +2.0% | -2.4% | -1.1% |
| 6M | +25.8% | +19.9% | +5.9% | +15.2% |
| YTD | +96.4% | +35.7% | +60.7% | +80.3% |
| 1Y | +229.2% | +68.1% | +161.1% | +190.2% |
| All | +229.2% | +66.8% | +162.4% | +190.2% |
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