+48.3%
XLE vs VTRS
+66.3%
-18.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +2.2% | +3.3% | -1.1% | +2.4% |
| 30D | +11.8% | -3.6% | +15.4% | +11.7% |
| 3M | +9.8% | +7.0% | +2.9% | +10.0% |
| 6M | +15.6% | +17.5% | -1.9% | +16.0% |
| YTD | +45.3% | +38.8% | +6.5% | +43.5% |
| 1Y | +48.3% | +69.2% | -20.9% | +43.7% |
| All | +48.3% | +66.3% | -18.0% | +43.7% |
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