+14,540.5%
CAH vs VTRS
+548.0%
+13,992.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -1.5% |
| 7D | -5.1% | -3.3% | -1.8% | -4.4% |
| 30D | -1.8% | +1.4% | -3.1% | -2.0% |
| 3M | +9.4% | +4.6% | +4.7% | +8.2% |
| 6M | +9.2% | +18.1% | -8.8% | +5.1% |
| YTD | +15.7% | +34.7% | -19.0% | +8.0% |
| 1Y | +59.7% | +65.6% | -5.9% | +42.4% |
| 3Y | +178.5% | +83.8% | +94.7% | +137.3% |
| 5Y | +398.3% | +46.5% | +351.8% | +335.6% |
| 10Y | +295.7% | -48.6% | +344.2% | +307.4% |
| All | +14,540.5% | +548.0% | +13,992.5% | +8,249.0% |
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