+990.1%
VZ vs VTRS
+567.8%
+422.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.1% | +3.3% | -3.2% | -0.3% |
| 30D | +7.9% | -3.6% | +11.5% | +8.3% |
| 3M | +13.6% | +7.0% | +6.7% | +12.7% |
| 6M | +1.1% | +17.5% | -16.4% | -1.0% |
| YTD | +29.3% | +38.8% | -9.5% | +23.9% |
| 1Y | +21.2% | +69.2% | -48.0% | +13.4% |
| 3Y | +75.9% | +77.5% | -1.6% | +61.9% |
| 5Y | +24.1% | +39.9% | -15.8% | +16.0% |
| 10Y | +62.4% | -47.1% | +109.5% | +62.2% |
| All | +990.1% | +567.8% | +422.3% | +600.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling