+1,237.3%
ENTG vs VTRS
+148.9%
+1,088.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.0% | +1.6% |
| 7D | +8.9% | -3.5% | +12.4% | +10.4% |
| 30D | -0.8% | +2.1% | -2.9% | -1.7% |
| 3M | +6.6% | +2.6% | +3.9% | +4.6% |
| 6M | +22.1% | +17.8% | +4.3% | +13.4% |
| YTD | +70.2% | +35.7% | +34.5% | +49.5% |
| 1Y | +76.7% | +63.5% | +13.2% | +43.9% |
| 3Y | +50.5% | +85.1% | -34.6% | +15.3% |
| 5Y | +21.8% | +42.5% | -20.7% | 0.0% |
| 10Y | +811.7% | -48.2% | +859.9% | +871.1% |
| All | +1,237.3% | +148.9% | +1,088.4% | +654.3% |
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 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