+1,476.2%
VTR vs VTRS
+289.7%
+1,186.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -0.3% | -2.2% | +1.9% | +0.2% |
| 30D | +1.1% | +3.3% | -2.2% | +0.3% |
| 3M | +7.9% | +2.0% | +5.9% | +7.3% |
| 6M | +6.2% | +19.9% | -13.8% | +1.5% |
| YTD | +17.7% | +35.7% | -18.0% | +9.1% |
| 1Y | +32.9% | +68.1% | -35.2% | +17.0% |
| 3Y | +129.7% | +87.1% | +42.6% | +93.1% |
| 5Y | +89.3% | +47.6% | +41.7% | +64.6% |
| 10Y | +99.1% | -48.2% | +147.3% | +101.6% |
| All | +1,476.2% | +289.7% | +1,186.5% | +834.1% |
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 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