+84.4%
TSM vs VTRS
+66.3%
+18.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.2% | +2.9% |
| 7D | +2.7% | +3.3% | -0.6% | +2.3% |
| 30D | +3.6% | -3.6% | +7.2% | +4.0% |
| 3M | -3.4% | +7.0% | -10.3% | -4.5% |
| 6M | +20.6% | +17.5% | +3.2% | +15.1% |
| YTD | +41.9% | +38.8% | +3.1% | +34.5% |
| 1Y | +84.4% | +69.2% | +15.2% | +70.0% |
| All | +84.4% | +66.3% | +18.1% | +70.0% |
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 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