+3.8%
VTRS vs VEU
+185.0%
-181.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | +0.3% |
| 7D | -3.3% | -1.9% | -1.4% | -1.8% |
| 30D | +1.4% | -0.7% | +2.1% | +1.9% |
| 3M | +4.6% | +4.9% | -0.2% | +0.3% |
| 6M | +18.1% | +9.8% | +8.2% | +8.5% |
| YTD | +34.7% | +15.3% | +19.4% | +18.9% |
| 1Y | +65.6% | +23.0% | +42.6% | +38.8% |
| 3Y | +83.8% | +73.5% | +10.3% | +17.0% |
| 5Y | +46.5% | +54.5% | -8.0% | +2.4% |
| 10Y | -48.6% | +150.4% | -199.0% | -75.1% |
| All | +3.8% | +185.0% | -181.2% | -57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling