+53.3%
V vs VTRS
+84.5%
-31.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -1.2% | -2.2% | +1.0% | -1.0% |
| 30D | +3.1% | +3.3% | -0.2% | +2.7% |
| 3M | +16.3% | +2.0% | +14.3% | +15.9% |
| 6M | +20.4% | +19.9% | +0.4% | +17.6% |
| YTD | +6.3% | +35.7% | -29.5% | +2.1% |
| 1Y | +8.7% | +68.1% | -59.4% | +1.6% |
| 3Y | +53.3% | +87.1% | -33.8% | +35.1% |
| All | +53.3% | +84.5% | -31.2% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling