+33.0%
USB vs VTRS
+109.2%
-76.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.9% | -0.4% | +2.0% |
| 7D | +0.8% | +9.7% | -9.0% | -0.9% |
| 30D | +6.8% | +16.2% | -9.4% | +3.9% |
| 3M | -3.8% | +25.6% | -29.4% | -7.7% |
| 6M | +11.7% | +21.1% | -9.4% | +7.4% |
| YTD | +17.5% | +68.5% | -51.0% | +6.3% |
| All | +33.0% | +109.2% | -76.2% | +18.2% |
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