+4,521.4%
DELL vs VTRS
-57.9%
+4,579.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.2% |
| 7D | -1.9% | -3.3% | +1.4% | -1.0% |
| 30D | +14.9% | +1.4% | +13.5% | +14.5% |
| 3M | +37.2% | +4.6% | +32.6% | +34.9% |
| 6M | +254.0% | +18.1% | +235.9% | +235.5% |
| YTD | +306.1% | +34.7% | +271.5% | +270.7% |
| 1Y | +312.3% | +65.6% | +246.6% | +253.7% |
| 3Y | +654.0% | +83.8% | +570.3% | +513.7% |
| 5Y | +1,055.3% | +46.5% | +1,008.9% | +873.0% |
| 10Y | +3,948.9% | -48.6% | +3,997.5% | +3,726.9% |
| All | +4,521.4% | -57.9% | +4,579.4% | +4,429.6% |
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