+268.9%
AMAT vs VTRS
+40.7%
+228.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +4.4% |
| 7D | +7.0% | -0.1% | +7.1% | +7.0% |
| 30D | -12.2% | +1.9% | -14.1% | -12.8% |
| 3M | -3.8% | +5.1% | -8.9% | -5.9% |
| 6M | +45.9% | +20.1% | +25.9% | +35.8% |
| YTD | +84.6% | +36.6% | +48.1% | +64.7% |
| 1Y | +193.4% | +64.1% | +129.3% | +145.4% |
| 3Y | +228.1% | +86.4% | +141.7% | +152.2% |
| 5Y | +268.9% | +40.9% | +228.1% | +195.2% |
| All | +268.9% | +40.7% | +228.3% | +195.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling