-6.8%
AVGO vs VTRS
+90.6%
-97.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.0% |
| 7D | -7.5% | +2.4% | -9.9% | -7.5% |
| 30D | -10.2% | +9.1% | -19.3% | -10.2% |
| 3M | -22.0% | +9.4% | -31.4% | -22.0% |
| 6M | -21.6% | +28.3% | -49.9% | -22.8% |
| YTD | -5.4% | +58.0% | -63.5% | -9.2% |
| 1Y | -6.8% | +89.7% | -96.5% | -11.7% |
| All | -6.8% | +90.6% | -97.5% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling