+51.8%
VG vs VTRS
+90.6%
-38.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.6% | -9.3% | -7.0% |
| 7D | -16.4% | +2.4% | -18.8% | -15.6% |
| 30D | -10.8% | +9.1% | -19.9% | -7.0% |
| 3M | -6.3% | +9.4% | -15.7% | -1.4% |
| 6M | -12.5% | +28.3% | -40.8% | -2.8% |
| YTD | +76.9% | +58.0% | +18.9% | +117.4% |
| 1Y | +51.8% | +89.7% | -37.9% | +111.3% |
| All | +51.8% | +90.6% | -38.8% | +111.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling