+87.1%
VTRS vs SPXS
-79.6%
+166.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +0.2% |
| 7D | -2.2% | +2.5% | -4.7% | -1.6% |
| 30D | +3.3% | +4.2% | -0.9% | +4.5% |
| 3M | +2.0% | -9.3% | +11.3% | -0.2% |
| 6M | +19.9% | -30.7% | +50.6% | +10.2% |
| YTD | +35.7% | -28.1% | +63.8% | +26.5% |
| 1Y | +68.1% | -35.1% | +103.2% | +53.6% |
| 3Y | +87.1% | -79.6% | +166.7% | +35.4% |
| All | +87.1% | -79.6% | +166.7% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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