+14,784.7%
TER vs VTRS
+557.1%
+14,227.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +4.7% |
| 7D | +11.0% | -0.1% | +11.1% | +11.0% |
| 30D | -1.9% | +1.9% | -3.7% | -2.5% |
| 3M | -0.7% | +5.1% | -5.7% | -2.8% |
| 6M | +36.4% | +20.1% | +16.3% | +27.9% |
| YTD | +92.4% | +36.6% | +55.9% | +73.8% |
| 1Y | +213.5% | +64.1% | +149.4% | +167.5% |
| 3Y | +277.2% | +86.4% | +190.9% | +205.3% |
| 5Y | +219.1% | +40.9% | +178.3% | +173.3% |
| 10Y | +1,744.2% | -48.7% | +1,793.0% | +1,845.0% |
| All | +14,784.7% | +557.1% | +14,227.6% | +6,835.4% |
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