+46.5%
VTRS vs STT
+153.4%
-106.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -3.3% | -1.4% | -1.9% | -2.7% |
| 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% | -4.0% |
| YTD | +34.7% | +51.0% | -16.3% | +11.4% |
| 1Y | +65.6% | +77.1% | -11.5% | +27.2% |
| 3Y | +83.8% | +199.8% | -116.1% | +9.9% |
| 5Y | +46.5% | +156.0% | -109.5% | -7.4% |
| All | +46.5% | +153.4% | -106.9% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling