+91.3%
ABBV vs VTRS
+84.5%
+6.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | +0.3% | -2.2% | +2.4% | +0.7% |
| 30D | +3.4% | +3.3% | 0.0% | +2.7% |
| 3M | +15.2% | +2.0% | +13.2% | +14.7% |
| 6M | +14.7% | +19.9% | -5.3% | +10.2% |
| YTD | +15.2% | +35.7% | -20.5% | +7.2% |
| 1Y | +20.4% | +68.1% | -47.7% | +6.5% |
| 3Y | +91.3% | +87.1% | +4.3% | +57.1% |
| All | +91.3% | +84.5% | +6.8% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling