+87.0%
VTRS vs FE
+46.9%
+40.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.4% |
| 7D | -3.5% | -0.2% | -3.3% | -3.4% |
| 30D | +2.1% | -1.2% | +3.3% | +2.6% |
| 3M | +2.6% | +1.7% | +1.0% | +1.7% |
| 6M | +17.8% | -7.5% | +25.2% | +21.6% |
| YTD | +35.7% | +6.3% | +29.3% | +30.6% |
| 1Y | +63.5% | +10.9% | +52.6% | +53.6% |
| All | +87.0% | +46.9% | +40.1% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling