+125,387.6%
AAPL vs VTRS
+548.0%
+124,839.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.7% |
| 7D | -0.5% | -3.3% | +2.8% | +0.2% |
| 30D | +7.1% | +1.4% | +5.7% | +6.8% |
| 3M | +12.1% | +4.6% | +7.4% | +10.9% |
| 6M | +25.4% | +18.1% | +7.4% | +20.8% |
| YTD | +20.5% | +34.7% | -14.2% | +12.8% |
| 1Y | +44.5% | +65.6% | -21.1% | +29.4% |
| 3Y | +85.8% | +83.8% | +2.0% | +60.3% |
| 5Y | +124.8% | +46.5% | +78.3% | +99.2% |
| 10Y | +1,284.7% | -48.6% | +1,333.3% | +1,315.8% |
| All | +125,387.6% | +548.0% | +124,839.6% | +56,137.5% |
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