+19.2%
VCIT vs VTRS
+88.4%
-69.2%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | -0.8% | +1.9% | -2.6% | -0.8% |
| 3M | -0.5% | +5.1% | -5.6% | -0.7% |
| 6M | -1.4% | +20.1% | -21.5% | -2.1% |
| YTD | -0.8% | +36.6% | -37.3% | -1.9% |
| 1Y | +0.3% | +64.1% | -63.8% | -1.5% |
| 3Y | +19.2% | +86.4% | -67.1% | +15.0% |
| All | +19.2% | +88.4% | -69.2% | +15.0% |
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 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