+42.4%
TMUS vs VTRS
+40.7%
+1.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -5.8% | -3.3% | -2.5% | -5.4% |
| 30D | -0.2% | +1.4% | -1.6% | -0.4% |
| 3M | -4.0% | +4.6% | -8.6% | -4.6% |
| 6M | -18.1% | +18.1% | -36.2% | -19.9% |
| YTD | -11.3% | +34.7% | -46.0% | -14.9% |
| 1Y | -24.7% | +65.6% | -90.4% | -29.8% |
| 3Y | +35.4% | +83.8% | -48.4% | +21.6% |
| 5Y | +42.4% | +46.5% | -4.0% | +25.8% |
| All | +42.4% | +40.7% | +1.8% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling