+85.6%
VTRS vs STT
+194.3%
-108.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -3.3% | -1.4% | -1.9% | -2.8% |
| 30D | +1.4% | +2.2% | -0.8% | +0.4% |
| 3M | +4.6% | +18.8% | -14.2% | -3.2% |
| 6M | +18.1% | +57.9% | -39.9% | -4.2% |
| YTD | +34.7% | +51.0% | -16.3% | +11.1% |
| 1Y | +65.6% | +77.1% | -11.5% | +26.4% |
| All | +85.6% | +194.3% | -108.6% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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