-8.3%
DIS vs VTRS
+65.5%
-73.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | -1.3% | -3.3% | +2.1% | -0.6% |
| 30D | +2.2% | +1.4% | +0.8% | +1.9% |
| 3M | +8.1% | +4.6% | +3.5% | +6.6% |
| 6M | +5.2% | +18.1% | -12.8% | +0.9% |
| YTD | -6.3% | +34.7% | -40.9% | -12.6% |
| All | -8.3% | +65.5% | -73.8% | -19.0% |
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