+1,475.9%
XLK vs VTRS
+87.3%
+1,388.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +0.2% | -2.2% | +2.4% | +0.7% |
| 30D | -0.6% | +3.3% | -3.9% | -1.4% |
| 3M | +2.6% | +2.0% | +0.6% | +1.7% |
| 6M | +34.0% | +19.9% | +14.0% | +27.9% |
| YTD | +30.7% | +35.7% | -5.1% | +21.1% |
| 1Y | +39.2% | +68.1% | -28.9% | +22.8% |
| 3Y | +120.4% | +87.1% | +33.3% | +86.1% |
| 5Y | +148.8% | +47.6% | +101.2% | +116.6% |
| 10Y | +803.3% | -48.2% | +851.5% | +819.1% |
| All | +1,475.9% | +87.3% | +1,388.5% | +971.5% |
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 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