+380.0%
CRWD vs VTRS
+84.5%
+295.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | -3.0% | -2.2% | -0.8% | -2.7% |
| 30D | -6.8% | +3.3% | -10.1% | -7.2% |
| 3M | +19.6% | +2.0% | +17.6% | +19.0% |
| 6M | +87.1% | +19.9% | +67.1% | +81.8% |
| YTD | +76.4% | +35.7% | +40.7% | +68.4% |
| 1Y | +90.8% | +68.1% | +22.7% | +76.7% |
| 3Y | +380.0% | +87.1% | +292.9% | +319.9% |
| All | +380.0% | +84.5% | +295.5% | +319.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling