+46.4%
VTRS vs ITOT
+74.3%
-27.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -2.2% | -0.9% | -1.3% | -1.5% |
| 30D | +3.3% | -1.5% | +4.8% | +4.5% |
| 3M | +2.0% | +3.6% | -1.6% | -1.0% |
| 6M | +19.9% | +13.7% | +6.2% | +8.2% |
| YTD | +35.7% | +12.9% | +22.8% | +23.1% |
| 1Y | +68.1% | +17.2% | +50.9% | +48.2% |
| 3Y | +87.1% | +75.6% | +11.5% | +19.7% |
| All | +46.4% | +74.3% | -27.9% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 5y: compounded portfolio wealth divided by compounded ITOT 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…
5y analysis · Full analysis span regression · 6 months rolling