+78.7%
VTRS price history and return analytics
+368.8%
-290.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.1% |
| 7D | -3.5% | -0.1% | -3.3% | -3.3% |
| 30D | +2.1% | -0.7% | +2.8% | +2.7% |
| 3M | +2.6% | +4.0% | -1.4% | -1.3% |
| 6M | +17.8% | +12.3% | +5.5% | +5.5% |
| YTD | +35.7% | +14.0% | +21.6% | +19.9% |
| 1Y | +63.5% | +20.3% | +43.2% | +37.6% |
| 3Y | +85.1% | +75.4% | +9.7% | +10.6% |
| 5Y | +42.5% | +66.0% | -23.5% | -10.7% |
| 10Y | -48.2% | +228.2% | -276.4% | -82.2% |
| All | +78.7% | +368.8% | -290.1% | -57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling