+23.7%
BBY vs VTRS
+66.3%
-42.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.5% | +3.2% |
| 7D | +9.5% | +3.3% | +6.2% | +9.1% |
| 30D | +6.8% | -3.6% | +10.5% | +7.3% |
| 3M | +28.9% | +7.0% | +21.9% | +28.3% |
| 6M | +37.8% | +17.5% | +20.3% | +35.9% |
| YTD | +38.7% | +38.8% | 0.0% | +30.2% |
| 1Y | +23.7% | +69.2% | -45.5% | +8.7% |
| All | +23.7% | +66.3% | -42.6% | +8.7% |
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