+320.9%
TMUS vs VTRS
-7.2%
+328.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | -0.3% | -0.1% | -0.1% | -0.2% |
| 30D | +3.1% | +1.9% | +1.3% | +2.5% |
| 3M | +2.4% | +5.1% | -2.6% | +0.6% |
| 6M | -17.1% | +20.1% | -37.1% | -21.9% |
| YTD | -9.1% | +36.6% | -45.6% | -17.8% |
| 1Y | -23.6% | +64.1% | -87.7% | -34.8% |
| 3Y | +38.8% | +86.4% | -47.5% | +10.2% |
| 5Y | +43.0% | +40.9% | +2.1% | +19.1% |
| 10Y | +309.1% | -48.7% | +357.8% | +320.4% |
| All | +320.9% | -7.2% | +328.0% | +108.9% |
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