+571.0%
VTRS vs STT
+7,281.4%
-6,710.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.2% |
| 7D | -0.1% | +2.2% | -2.3% | -0.7% |
| 30D | +1.9% | +3.9% | -2.0% | +0.7% |
| 3M | +5.1% | +19.2% | -14.1% | -0.4% |
| 6M | +20.1% | +60.4% | -40.3% | +4.3% |
| YTD | +36.6% | +51.5% | -14.9% | +20.5% |
| 1Y | +64.1% | +76.3% | -12.2% | +38.3% |
| 3Y | +86.4% | +200.7% | -114.4% | +33.9% |
| 5Y | +40.9% | +157.5% | -116.6% | +4.2% |
| 10Y | -48.7% | +262.0% | -310.7% | -66.6% |
| All | +571.0% | +7,281.4% | -6,710.4% | +22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling