+169.7%
VEA vs VTRS
+19.2%
+150.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.8% |
| 7D | -1.5% | -2.2% | +0.7% | -0.8% |
| 30D | -0.8% | +3.3% | -4.1% | -1.8% |
| 3M | +2.5% | +2.0% | +0.5% | +1.5% |
| 6M | +11.1% | +19.9% | -8.8% | +4.8% |
| YTD | +17.2% | +35.7% | -18.6% | +6.2% |
| 1Y | +24.5% | +68.1% | -43.6% | +5.7% |
| 3Y | +75.4% | +87.1% | -11.7% | +40.2% |
| 5Y | +61.1% | +47.6% | +13.5% | +33.8% |
| 10Y | +163.1% | -48.2% | +211.3% | +170.5% |
| All | +169.7% | +19.2% | +150.6% | +27.5% |
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