+170.1%
AMAT vs VTRS
+161.6%
+8.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.0% | +5.8% |
| 7D | +7.0% | +9.6% | -2.6% | +4.8% |
| 30D | -20.6% | +20.1% | -40.7% | -23.8% |
| 3M | -24.8% | +30.3% | -55.1% | -29.2% |
| 6M | -10.7% | +26.3% | -37.1% | -15.8% |
| YTD | +54.3% | +73.1% | -18.9% | +32.3% |
| 1Y | +73.7% | +94.7% | -21.0% | +43.9% |
| All | +170.1% | +161.6% | +8.5% | +113.5% |
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 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