+15,751.1%
TT vs VTRS
+557.1%
+15,194.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | -7.3% | +1.9% | -9.2% | -7.7% |
| 3M | -2.6% | +5.1% | -7.6% | -3.9% |
| 6M | +5.9% | +20.1% | -14.2% | +1.2% |
| YTD | +15.4% | +36.6% | -21.2% | +7.2% |
| 1Y | +8.2% | +64.1% | -55.9% | -3.8% |
| 3Y | +122.7% | +86.4% | +36.3% | +88.4% |
| 5Y | +145.0% | +40.9% | +104.1% | +115.6% |
| 10Y | +893.7% | -48.7% | +942.5% | +915.7% |
| All | +15,751.1% | +557.1% | +15,194.0% | +8,347.5% |
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