+500.1%
XRT vs VTRS
+3.0%
+497.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.7% |
| 7D | -0.3% | -0.1% | -0.1% | -0.2% |
| 30D | -5.6% | +1.9% | -7.5% | -6.2% |
| 3M | +2.5% | +5.1% | -2.5% | +0.7% |
| 6M | +3.7% | +20.1% | -16.4% | -2.8% |
| YTD | +1.0% | +36.6% | -35.6% | -9.5% |
| 1Y | -1.2% | +64.1% | -65.3% | -16.8% |
| 3Y | +43.4% | +86.4% | -43.0% | +13.2% |
| 5Y | -0.7% | +40.9% | -41.6% | -16.6% |
| 10Y | +123.7% | -48.7% | +172.4% | +131.9% |
| All | +500.1% | +3.0% | +497.1% | +233.3% |
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 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