+16.9%
TPR vs VTRS
+66.3%
-49.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -2.7% | +3.3% | -6.0% | -3.3% |
| 30D | -23.3% | -3.6% | -19.6% | -22.9% |
| 3M | -12.8% | +7.0% | -19.8% | -14.2% |
| 6M | -21.7% | +17.5% | -39.2% | -26.2% |
| YTD | -3.9% | +38.8% | -42.7% | -13.3% |
| 1Y | +16.9% | +69.2% | -52.3% | +2.1% |
| All | +16.9% | +66.3% | -49.4% | +2.1% |
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