+6,467.7%
TRV vs VTRS
+548.0%
+5,919.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.7% |
| 7D | -1.5% | -3.3% | +1.8% | -0.9% |
| 30D | -1.8% | +1.4% | -3.2% | -2.1% |
| 3M | +21.6% | +4.6% | +16.9% | +20.4% |
| 6M | +22.5% | +18.1% | +4.4% | +18.6% |
| YTD | +28.1% | +34.7% | -6.5% | +21.0% |
| 1Y | +37.0% | +65.6% | -28.6% | +24.6% |
| 3Y | +141.9% | +83.8% | +58.1% | +112.5% |
| 5Y | +158.5% | +46.5% | +112.0% | +132.1% |
| 10Y | +297.5% | -48.6% | +346.1% | +302.8% |
| All | +6,467.7% | +548.0% | +5,919.7% | +3,834.0% |
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 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