+358.3%
DELL vs VTRS
+66.8%
+291.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.9% |
| 7D | +8.2% | -2.2% | +10.4% | +8.6% |
| 30D | +17.1% | +3.3% | +13.8% | +16.8% |
| 3M | +45.2% | +2.0% | +43.2% | +44.7% |
| 6M | +286.8% | +19.9% | +266.8% | +270.0% |
| YTD | +354.8% | +35.7% | +319.0% | +330.7% |
| 1Y | +358.3% | +68.1% | +290.2% | +329.7% |
| All | +358.3% | +66.8% | +291.5% | +329.7% |
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