+30.2%
DIS vs VTRS
+84.4%
-54.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.7% |
| 7D | -3.5% | -3.5% | -0.1% | -2.8% |
| 30D | +1.0% | +2.1% | -1.1% | +0.5% |
| 3M | +5.7% | +2.6% | +3.1% | +4.8% |
| 6M | +3.3% | +17.8% | -14.5% | -0.8% |
| YTD | -7.7% | +35.7% | -43.4% | -14.2% |
| 1Y | -10.0% | +63.5% | -73.4% | -19.8% |
| All | +30.2% | +84.4% | -54.2% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling