+25.7%
USB vs VTRS
+81.4%
-55.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.6% |
| 7D | +2.6% | +4.6% | -2.0% | +1.0% |
| 30D | +8.4% | +19.4% | -11.0% | +1.9% |
| 3M | -5.5% | +30.8% | -36.3% | -14.0% |
| 6M | +17.7% | +21.6% | -3.9% | +9.4% |
| YTD | +17.6% | +71.2% | -53.6% | -4.3% |
| 1Y | +33.9% | +97.6% | -63.7% | +3.3% |
| 3Y | +103.8% | +163.9% | -60.0% | +31.4% |
| All | +25.7% | +81.4% | -55.8% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling