+19.3%
VCIT vs VTRS
+159.9%
-140.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.7% |
| 7D | +0.1% | +10.2% | -10.1% | -0.2% |
| 30D | +1.1% | +18.2% | -17.1% | +0.6% |
| 3M | -1.4% | +29.0% | -30.4% | -2.2% |
| 6M | -2.3% | +23.2% | -25.6% | -3.0% |
| YTD | -1.8% | +71.4% | -73.2% | -3.5% |
| 1Y | -1.0% | +112.3% | -113.3% | -3.4% |
| 3Y | +19.3% | +157.1% | -137.8% | +15.6% |
| All | +19.3% | +159.9% | -140.6% | +15.6% |
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 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