+13,840.9%
TSM vs VTRS
+108.0%
+13,732.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.7% |
| 7D | +4.8% | -3.5% | +8.2% | +5.6% |
| 30D | +4.0% | +2.1% | +1.9% | +3.5% |
| 3M | +2.0% | +2.6% | -0.6% | +0.9% |
| 6M | +25.5% | +17.8% | +7.7% | +19.9% |
| YTD | +44.0% | +35.7% | +8.3% | +32.8% |
| 1Y | +75.4% | +63.5% | +11.9% | +54.2% |
| 3Y | +406.7% | +85.1% | +321.6% | +323.3% |
| 5Y | +285.0% | +42.5% | +242.5% | +234.7% |
| 10Y | +1,815.4% | -48.2% | +1,863.6% | +1,853.5% |
| All | +13,840.9% | +108.0% | +13,732.9% | +8,388.1% |
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 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