+21.2%
VT vs VTRS
+64.4%
-43.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.3% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | -0.2% | +1.9% | -2.1% | -0.5% |
| 3M | +4.5% | +5.1% | -0.5% | +3.6% |
| 6M | +14.1% | +20.1% | -6.0% | +9.9% |
| YTD | +14.8% | +36.6% | -21.8% | +9.1% |
| 1Y | +21.2% | +64.1% | -42.9% | +12.1% |
| All | +21.2% | +64.4% | -43.2% | +12.1% |
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