-35.7%
VG vs VTRS
+59.3%
-95.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.7% | +4.5% | +3.8% |
| 7D | +3.8% | -3.5% | +7.3% | +3.8% |
| 30D | +7.2% | +2.1% | +5.1% | +7.2% |
| 3M | +22.8% | +2.6% | +20.2% | +21.9% |
| 6M | +33.2% | +17.8% | +15.4% | +29.4% |
| YTD | +124.8% | +35.7% | +89.2% | +111.8% |
| 1Y | +15.8% | +63.5% | -47.7% | +4.6% |
| All | -35.7% | +59.3% | -95.0% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling