+7,985.7%
USB vs VTRS
+687.7%
+7,298.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -1.5% |
| 7D | 0.0% | +4.6% | -4.6% | -1.0% |
| 30D | +5.8% | +13.8% | -8.0% | +2.9% |
| 3M | -6.0% | +23.1% | -29.1% | -10.1% |
| 6M | +7.8% | +26.7% | -18.9% | +2.0% |
| YTD | +14.6% | +63.7% | -49.1% | +2.4% |
| 1Y | +31.8% | +103.9% | -72.1% | +12.3% |
| 3Y | +91.5% | +145.2% | -53.7% | +54.7% |
| 5Y | +22.0% | +79.0% | -56.9% | +4.1% |
| 10Y | +96.1% | -28.8% | +124.8% | +89.2% |
| All | +7,985.7% | +687.7% | +7,298.1% | +4,651.7% |
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