+13.5%
VT vs VTRS
+87.7%
-74.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -1.6% | +1.1% | -2.7% | -1.7% |
| 30D | -2.5% | +7.5% | -10.0% | -3.4% |
| 3M | -1.3% | +8.1% | -9.4% | -2.3% |
| 6M | +3.1% | +27.7% | -24.6% | -0.8% |
| YTD | +10.9% | +55.6% | -44.6% | +3.8% |
| All | +13.5% | +87.7% | -74.2% | +3.8% |
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