+950.8%
VTI vs VTRS
+95.2%
+855.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.9% | -2.2% | +1.3% | -0.3% |
| 30D | -1.4% | +3.3% | -4.8% | -2.3% |
| 3M | +3.6% | +2.0% | +1.6% | +2.7% |
| 6M | +13.6% | +19.9% | -6.3% | +7.6% |
| YTD | +12.9% | +35.7% | -22.8% | +3.2% |
| 1Y | +17.2% | +68.1% | -50.9% | +0.9% |
| 3Y | +75.7% | +87.1% | -11.4% | +43.3% |
| 5Y | +75.4% | +47.6% | +27.8% | +48.4% |
| 10Y | +303.3% | -48.2% | +351.5% | +312.6% |
| All | +950.8% | +95.2% | +855.6% | +447.3% |
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