-29.3%
VST vs VTRS
+63.2%
-92.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.7% |
| 7D | +2.0% | -3.3% | +5.3% | +1.9% |
| 30D | +1.5% | +1.4% | +0.1% | +1.6% |
| 3M | +6.3% | +4.6% | +1.6% | +6.2% |
| 6M | -10.3% | +18.1% | -28.4% | -10.6% |
| YTD | -8.6% | +34.7% | -43.3% | -7.0% |
| 1Y | -29.3% | +65.6% | -95.0% | -26.9% |
| All | -29.3% | +63.2% | -92.6% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling