+9,772.3%
CSX vs VTRS
+567.8%
+9,204.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | -3.4% | +3.3% | -6.7% | -4.0% |
| 30D | -3.1% | -3.6% | +0.6% | -2.5% |
| 3M | +7.2% | +7.0% | +0.2% | +5.6% |
| 6M | +16.2% | +17.5% | -1.3% | +12.1% |
| YTD | +37.5% | +38.8% | -1.2% | +28.3% |
| 1Y | +53.2% | +69.2% | -16.0% | +37.2% |
| 3Y | +68.2% | +77.5% | -9.2% | +46.8% |
| 5Y | +65.2% | +39.9% | +25.3% | +48.1% |
| 10Y | +504.1% | -47.1% | +551.3% | +512.8% |
| All | +9,772.3% | +567.8% | +9,204.5% | +5,699.5% |
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