+85.6%
VTRS vs RVTY
+13.9%
+71.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | 0.0% |
| 7D | -3.3% | -7.4% | +4.1% | -0.8% |
| 30D | +1.4% | +4.5% | -3.1% | -0.2% |
| 3M | +4.6% | +19.5% | -14.8% | -1.9% |
| 6M | +18.1% | +34.1% | -16.1% | +5.6% |
| YTD | +34.7% | +25.3% | +9.4% | +22.6% |
| 1Y | +65.6% | +47.0% | +18.6% | +41.4% |
| All | +85.6% | +13.9% | +71.8% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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