-50.0%
VTRS price history and return analytics
+229.8%
-279.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | -2.2% | -1.1% | -1.1% | -1.2% |
| 30D | +3.3% | -1.0% | +4.3% | +4.3% |
| 3M | +2.0% | +3.2% | -1.2% | -1.3% |
| 6M | +19.9% | +12.5% | +7.5% | +6.7% |
| YTD | +35.7% | +14.1% | +21.7% | +19.2% |
| 1Y | +68.1% | +18.9% | +49.2% | +42.0% |
| 3Y | +87.1% | +74.1% | +13.0% | +9.8% |
| 5Y | +47.6% | +66.9% | -19.2% | -10.0% |
| All | -50.0% | +229.8% | -279.8% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling