+4,534.0%
CNC vs VTRS
+39.9%
+4,494.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.3% |
| 7D | -0.9% | -2.2% | +1.3% | -0.3% |
| 30D | -1.0% | +3.3% | -4.3% | -1.9% |
| 3M | +4.5% | +2.0% | +2.5% | +3.8% |
| 6M | +85.2% | +19.9% | +65.3% | +75.1% |
| YTD | +61.4% | +35.7% | +25.7% | +46.6% |
| 1Y | +94.9% | +68.1% | +26.8% | +66.2% |
| 3Y | 0.0% | +87.1% | -87.1% | -19.9% |
| 5Y | +11.2% | +47.6% | -36.4% | -7.6% |
| 10Y | +98.7% | -48.2% | +146.9% | +104.1% |
| All | +4,534.0% | +39.9% | +4,494.1% | +2,721.2% |
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 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