+20.1%
W vs VTRS
+66.3%
-46.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | -4.2% | +3.3% | -7.5% | -5.3% |
| 30D | -7.6% | -3.6% | -3.9% | -6.5% |
| 3M | +37.2% | +7.0% | +30.2% | +34.5% |
| 6M | +26.3% | +17.5% | +8.9% | +19.7% |
| YTD | -1.0% | +38.8% | -39.8% | -8.1% |
| 1Y | +20.1% | +69.2% | -49.1% | +7.3% |
| All | +20.1% | +66.3% | -46.2% | +7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling