+31.7%
W vs VTRS
+83.1%
-51.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -1.9% | -2.2% |
| 7D | +0.5% | -3.3% | +3.8% | +2.5% |
| 30D | -5.6% | +1.4% | -6.9% | -6.5% |
| 3M | +41.9% | +4.6% | +37.3% | +37.5% |
| 6M | +30.2% | +18.1% | +12.2% | +17.1% |
| YTD | -2.9% | +34.7% | -37.6% | -21.4% |
| 1Y | +11.6% | +65.6% | -54.1% | -22.7% |
| All | +31.7% | +83.1% | -51.4% | -34.5% |
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