+70.3%
XLI vs VTRS
+84.5%
-14.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | -1.7% | -2.2% | +0.5% | -1.3% |
| 30D | -7.3% | +3.3% | -10.6% | -7.8% |
| 3M | -1.3% | +2.0% | -3.3% | -1.9% |
| 6M | +2.2% | +19.9% | -17.7% | -1.7% |
| YTD | +11.7% | +35.7% | -24.0% | +4.8% |
| 1Y | +14.3% | +68.1% | -53.8% | +2.9% |
| 3Y | +70.3% | +87.1% | -16.7% | +40.3% |
| All | +70.3% | +84.5% | -14.2% | +40.3% |
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 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