+282.6%
TPR vs VTRS
+84.4%
+198.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.1% |
| 7D | -7.3% | -3.5% | -3.9% | -6.4% |
| 30D | -30.7% | +2.1% | -32.8% | -31.2% |
| 3M | -21.6% | +2.6% | -24.2% | -22.4% |
| 6M | -21.3% | +17.8% | -39.1% | -26.0% |
| YTD | -10.2% | +35.7% | -45.8% | -19.5% |
| 1Y | +9.5% | +63.5% | -54.0% | -7.7% |
| All | +282.6% | +84.4% | +198.2% | +172.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling