+137,736.4%
AMAT vs VTRS
+567.8%
+137,168.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | -1.5% | +3.3% | -4.8% | -2.4% |
| 30D | -14.8% | -3.6% | -11.2% | -14.1% |
| 3M | -9.3% | +7.0% | -16.2% | -11.3% |
| 6M | +27.4% | +17.5% | +9.9% | +21.0% |
| YTD | +77.6% | +38.8% | +38.8% | +61.1% |
| 1Y | +188.9% | +69.2% | +119.7% | +148.0% |
| 3Y | +202.3% | +77.5% | +124.8% | +151.2% |
| 5Y | +248.9% | +39.9% | +209.0% | +202.3% |
| 10Y | +1,585.2% | -47.1% | +1,632.3% | +1,649.2% |
| All | +137,736.4% | +567.8% | +137,168.6% | +59,578.1% |
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 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