+46.4%
VTRS vs VEU
+55.0%
-8.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | -0.1% |
| 7D | -2.2% | -1.4% | -0.8% | -1.0% |
| 30D | +3.3% | -0.4% | +3.7% | +3.6% |
| 3M | +2.0% | +2.5% | -0.6% | -0.6% |
| 6M | +19.9% | +11.1% | +8.8% | +8.1% |
| YTD | +35.7% | +16.5% | +19.2% | +16.9% |
| 1Y | +68.1% | +22.9% | +45.2% | +37.8% |
| 3Y | +87.1% | +73.4% | +13.7% | +11.9% |
| All | +46.4% | +55.0% | -8.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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