+2,874.5%
V vs VTRS
+84.9%
+2,789.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.3% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | +1.9% | +1.9% | 0.0% | +1.3% |
| 3M | +15.5% | +5.1% | +10.5% | +13.7% |
| 6M | +16.6% | +20.1% | -3.5% | +10.2% |
| YTD | +5.7% | +36.6% | -30.8% | -4.0% |
| 1Y | +8.6% | +64.1% | -55.6% | -6.7% |
| 3Y | +52.5% | +86.4% | -33.8% | +22.3% |
| 5Y | +67.1% | +40.9% | +26.2% | +41.3% |
| 10Y | +376.8% | -48.7% | +425.5% | +392.0% |
| All | +2,874.5% | +84.9% | +2,789.7% | +1,282.0% |
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