+1,884.6%
XEL vs VTRS
+553.2%
+1,331.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -0.3% | -2.2% | +1.9% | -0.1% |
| 30D | -3.9% | +3.3% | -7.3% | -4.3% |
| 3M | -2.8% | +2.0% | -4.8% | -3.1% |
| 6M | -5.4% | +19.9% | -25.3% | -7.2% |
| YTD | +3.8% | +35.7% | -32.0% | +0.4% |
| 1Y | +6.8% | +68.1% | -61.3% | +1.1% |
| 3Y | +45.6% | +87.1% | -41.5% | +35.2% |
| 5Y | +30.7% | +47.6% | -16.9% | +22.8% |
| 10Y | +151.7% | -48.2% | +199.9% | +151.2% |
| All | +1,884.6% | +553.2% | +1,331.4% | +1,354.4% |
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