+9.2%
DXCM vs VTRS
+66.8%
-57.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.5% | -1.9% |
| 7D | -5.5% | -2.2% | -3.3% | -5.0% |
| 30D | -8.6% | +3.3% | -11.9% | -9.4% |
| 3M | +10.3% | +2.0% | +8.4% | +9.4% |
| 6M | +25.2% | +19.9% | +5.3% | +17.3% |
| YTD | +25.1% | +35.7% | -10.6% | +11.9% |
| 1Y | +9.2% | +68.1% | -58.8% | -11.3% |
| All | +9.2% | +66.8% | -57.5% | -11.3% |
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 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