+84.3%
VZ vs VTRS
+88.4%
-4.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.7% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +7.1% | +1.9% | +5.3% | +6.9% |
| 3M | +12.8% | +5.1% | +7.8% | +12.1% |
| 6M | +1.8% | +20.1% | -18.3% | -0.4% |
| YTD | +30.0% | +36.6% | -6.6% | +24.9% |
| 1Y | +24.3% | +64.1% | -39.8% | +16.4% |
| 3Y | +84.3% | +86.4% | -2.1% | +56.3% |
| All | +84.3% | +88.4% | -4.1% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling