+2,963.7%
ALB vs VTRS
+229.2%
+2,734.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +3.0% |
| 7D | -4.4% | -0.1% | -4.3% | -4.4% |
| 30D | -1.2% | +1.9% | -3.0% | -1.7% |
| 3M | -13.3% | +5.1% | -18.4% | -14.8% |
| 6M | -19.8% | +20.1% | -39.8% | -23.9% |
| YTD | -7.9% | +36.6% | -44.5% | -15.5% |
| 1Y | +60.2% | +64.1% | -4.0% | +39.8% |
| 3Y | -26.4% | +86.4% | -112.8% | -37.7% |
| 5Y | -42.5% | +40.9% | -83.4% | -49.0% |
| 10Y | +83.0% | -48.7% | +131.7% | +90.6% |
| All | +2,963.7% | +229.2% | +2,734.5% | +2,068.2% |
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