+2,263.5%
VGT vs VTRS
-12.7%
+2,276.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -0.2% | -2.2% | +2.0% | +0.4% |
| 30D | -0.4% | +3.3% | -3.8% | -1.3% |
| 3M | +4.4% | +2.0% | +2.4% | +3.5% |
| 6M | +32.1% | +19.9% | +12.1% | +25.1% |
| YTD | +28.8% | +35.7% | -7.0% | +17.7% |
| 1Y | +35.3% | +68.1% | -32.7% | +16.6% |
| 3Y | +124.8% | +87.1% | +37.7% | +83.6% |
| 5Y | +137.9% | +47.6% | +90.3% | +101.6% |
| 10Y | +814.2% | -48.2% | +862.4% | +835.7% |
| All | +2,263.5% | -12.7% | +2,276.2% | +1,486.0% |
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