+588.7%
VLO vs VTRS
+47.1%
+541.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | +5.3% | -2.2% | +7.5% | +5.8% |
| 30D | +18.2% | +3.3% | +14.9% | +17.4% |
| 3M | +53.3% | +2.0% | +51.4% | +52.2% |
| 6M | +70.4% | +19.9% | +50.5% | +61.8% |
| YTD | +143.4% | +35.7% | +107.6% | +122.8% |
| 1Y | +153.0% | +68.1% | +84.9% | +117.8% |
| 3Y | +195.0% | +87.1% | +107.9% | +137.1% |
| All | +588.7% | +47.1% | +541.6% | +467.9% |
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