+159.7%
TRV vs VTRS
+47.1%
+112.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +2.0% |
| 7D | +1.9% | -2.2% | +4.1% | +2.3% |
| 30D | +1.7% | +3.3% | -1.6% | +1.2% |
| 3M | +23.9% | +2.0% | +21.9% | +23.3% |
| 6M | +26.3% | +19.9% | +6.3% | +22.3% |
| YTD | +30.8% | +35.7% | -4.9% | +23.8% |
| 1Y | +36.3% | +68.1% | -31.8% | +24.2% |
| 3Y | +145.0% | +87.1% | +57.9% | +113.3% |
| All | +159.7% | +47.1% | +112.6% | +125.0% |
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