-50.0%
VTRS vs TRU
+147.2%
-197.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | -2.2% | -2.7% | +0.5% | -1.3% |
| 30D | +3.3% | -2.0% | +5.4% | +3.7% |
| 3M | +2.0% | +18.4% | -16.5% | -4.0% |
| 6M | +19.9% | +8.9% | +11.1% | +15.6% |
| YTD | +35.7% | -8.9% | +44.7% | +37.1% |
| 1Y | +68.1% | -15.9% | +84.0% | +73.4% |
| 3Y | +87.1% | -1.1% | +88.2% | +75.1% |
| 5Y | +47.6% | -35.2% | +82.8% | +57.6% |
| All | -50.0% | +147.2% | -197.1% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling