+12.3%
XLI vs VTRS
+90.6%
-78.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.3% |
| 7D | +0.6% | +2.4% | -1.8% | +0.2% |
| 30D | -0.4% | +9.1% | -9.5% | -1.7% |
| 3M | -8.8% | +9.4% | -18.2% | -10.2% |
| 6M | -0.4% | +28.3% | -28.7% | -4.9% |
| YTD | +10.1% | +58.0% | -47.9% | +1.7% |
| 1Y | +12.3% | +89.7% | -77.4% | +2.1% |
| All | +12.3% | +90.6% | -78.3% | +2.1% |
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