+75.4%
VEA vs VTRS
+84.5%
-9.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | -1.5% | -2.2% | +0.7% | -1.1% |
| 30D | -0.8% | +3.3% | -4.1% | -1.4% |
| 3M | +2.5% | +2.0% | +0.5% | +1.9% |
| 6M | +11.1% | +19.9% | -8.8% | +6.8% |
| YTD | +17.2% | +35.7% | -18.6% | +9.9% |
| 1Y | +24.5% | +68.1% | -43.6% | +11.9% |
| 3Y | +75.4% | +87.1% | -11.7% | +47.4% |
| All | +75.4% | +84.5% | -9.1% | +47.4% |
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