-13.9%
VRTS vs SPY
+14.6%
-28.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.7% | +5.4% | +5.5% |
| 7D | +6.8% | -0.7% | +7.5% | +7.5% |
| 30D | -2.2% | -1.0% | -1.2% | -1.4% |
| 3M | -21.0% | -0.3% | -20.6% | -20.7% |
| 6M | -4.3% | +7.3% | -11.7% | -10.2% |
| YTD | -15.6% | +13.3% | -28.9% | -24.5% |
| 1Y | -13.9% | +14.8% | -28.7% | -23.3% |
| All | -13.9% | +14.6% | -28.5% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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