+57.4%
VZ vs VTRS
+158.7%
-101.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | +1.5% | +4.6% | -3.1% | +1.1% |
| 30D | +4.4% | +19.4% | -15.0% | +2.8% |
| 3M | -2.4% | +30.8% | -33.1% | -4.7% |
| 6M | +1.4% | +21.6% | -20.2% | -0.5% |
| YTD | +21.4% | +71.2% | -49.8% | +14.8% |
| 1Y | +20.3% | +97.6% | -77.3% | +11.8% |
| 3Y | +57.4% | +163.9% | -106.5% | +45.3% |
| All | +57.4% | +158.7% | -101.3% | +45.3% |
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