+358.6%
VT vs VTRS
+117.2%
+241.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.2% | -1.0% |
| 7D | -0.1% | +10.2% | -10.3% | -2.8% |
| 30D | -3.1% | +18.2% | -21.3% | -7.6% |
| 3M | -3.5% | +29.0% | -32.5% | -10.3% |
| 6M | +0.5% | +23.2% | -22.8% | -5.8% |
| YTD | +10.8% | +71.4% | -60.6% | -6.0% |
| 1Y | +11.9% | +112.3% | -100.4% | -10.9% |
| 3Y | +73.0% | +157.1% | -84.1% | +26.5% |
| 5Y | +58.6% | +77.0% | -18.4% | +25.6% |
| 10Y | +219.2% | -31.8% | +251.0% | +204.5% |
| All | +358.6% | +117.2% | +241.4% | +90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling