+11.9%
VT vs VTRS
+91.6%
-79.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.2% | -0.4% |
| 7D | +2.9% | +9.0% | -6.1% | +1.7% |
| 30D | -2.5% | +19.8% | -22.3% | -4.8% |
| 3M | -3.3% | +29.3% | -32.7% | -6.6% |
| 6M | +1.5% | +22.2% | -20.6% | -1.3% |
| YTD | +11.4% | +69.9% | -58.6% | +1.1% |
| 1Y | +11.9% | +94.4% | -82.5% | -2.1% |
| All | +11.9% | +91.6% | -79.7% | -2.1% |
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