+977.6%
VRT vs VTRS
+47.1%
+930.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.3% |
| 7D | -8.4% | -2.2% | -6.2% | -7.6% |
| 30D | -10.9% | +3.3% | -14.2% | -11.9% |
| 3M | -13.7% | +2.0% | -15.7% | -15.0% |
| 6M | -4.1% | +19.9% | -24.1% | -11.7% |
| YTD | +58.7% | +35.7% | +23.0% | +39.6% |
| 1Y | +89.6% | +68.1% | +21.5% | +53.2% |
| 3Y | +558.1% | +87.1% | +471.1% | +367.4% |
| All | +977.6% | +47.1% | +930.4% | +700.2% |
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