-31.4%
ALB vs VTRS
+83.1%
-114.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.6% |
| 7D | -7.6% | -3.3% | -4.3% | -5.9% |
| 30D | -5.6% | +1.4% | -7.0% | -6.4% |
| 3M | -16.8% | +4.6% | -21.5% | -20.1% |
| 6M | -26.3% | +18.1% | -44.4% | -34.6% |
| YTD | -13.2% | +34.7% | -47.9% | -28.9% |
| 1Y | +68.8% | +65.6% | +3.2% | +20.4% |
| All | -31.4% | +83.1% | -114.4% | -62.1% |
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