+6,333.1%
ABT vs VTRS
+548.0%
+5,785.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.7% |
| 7D | -5.0% | -3.3% | -1.7% | -4.4% |
| 30D | -5.8% | +1.4% | -7.2% | -6.0% |
| 3M | +16.7% | +4.6% | +12.1% | +15.7% |
| 6M | -5.2% | +18.1% | -23.3% | -8.2% |
| YTD | -16.0% | +34.7% | -50.6% | -20.6% |
| 1Y | -18.3% | +65.6% | -83.9% | -25.6% |
| 3Y | +9.2% | +83.8% | -74.6% | -4.1% |
| 5Y | -11.6% | +46.5% | -58.0% | -20.5% |
| 10Y | +204.2% | -48.6% | +252.8% | +209.0% |
| All | +6,333.1% | +548.0% | +5,785.1% | +3,031.5% |
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