+10,299.7%
CSX vs VTRS
+723.7%
+9,576.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +6.0% | +4.6% | +1.4% | +5.1% |
| 30D | +7.8% | +19.4% | -11.6% | +4.1% |
| 3M | +4.1% | +30.8% | -26.7% | -1.3% |
| 6M | +17.9% | +21.6% | -3.7% | +13.1% |
| YTD | +44.9% | +71.2% | -26.3% | +29.7% |
| 1Y | +51.1% | +97.6% | -46.5% | +31.5% |
| 3Y | +78.3% | +163.9% | -85.6% | +44.1% |
| 5Y | +58.1% | +82.1% | -24.0% | +34.7% |
| 10Y | +417.9% | -31.3% | +449.2% | +400.3% |
| All | +10,299.7% | +723.7% | +9,576.1% | +5,760.2% |
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