+89.7%
VTRS vs QS
-71.4%
+161.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.5% | -5.9% | +1.1% |
| 7D | +2.4% | +4.5% | -2.1% | +2.1% |
| 30D | +9.1% | -4.1% | +13.2% | +9.1% |
| 3M | +9.4% | -22.1% | +31.5% | +10.5% |
| 6M | +28.3% | -38.4% | +66.7% | +29.6% |
| YTD | +58.0% | -57.5% | +115.5% | +66.2% |
| 1Y | +89.7% | -71.3% | +161.0% | +115.3% |
| All | +89.7% | -71.4% | +161.1% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 1y: compounded portfolio wealth divided by compounded QS 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…
1y analysis · Full analysis span regression · 6 months rolling