+143.3%
DELL vs VTRS
+90.6%
+52.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.4% | -9.0% |
| 7D | -24.6% | +2.4% | -27.0% | -24.8% |
| 30D | -32.5% | +9.1% | -41.6% | -33.2% |
| 3M | -20.2% | +9.4% | -29.6% | -21.2% |
| 6M | +76.5% | +28.3% | +48.1% | +68.7% |
| YTD | +198.9% | +58.0% | +140.9% | +174.3% |
| 1Y | +143.3% | +89.7% | +53.6% | +119.1% |
| All | +143.3% | +90.6% | +52.7% | +119.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling