-50.0%
VTRS vs VO
+200.3%
-250.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -2.2% | -1.5% | -0.7% | -0.9% |
| 30D | +3.3% | -3.0% | +6.4% | +6.1% |
| 3M | +2.0% | +2.8% | -0.8% | -0.5% |
| 6M | +19.9% | +10.9% | +9.0% | +9.7% |
| YTD | +35.7% | +12.5% | +23.3% | +22.7% |
| 1Y | +68.1% | +12.0% | +56.1% | +52.5% |
| 3Y | +87.1% | +56.3% | +30.8% | +27.6% |
| 5Y | +47.6% | +42.9% | +4.7% | +7.5% |
| All | -50.0% | +200.3% | -250.2% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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