+3,978.4%
FDX vs VTRS
+557.1%
+3,421.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -2.3% |
| 7D | -3.3% | -0.1% | -3.2% | -3.3% |
| 30D | -1.4% | +1.9% | -3.2% | -1.8% |
| 3M | -4.5% | +5.1% | -9.6% | -5.6% |
| 6M | +9.4% | +20.1% | -10.7% | +5.2% |
| YTD | +36.0% | +36.6% | -0.5% | +27.2% |
| 1Y | +75.5% | +64.1% | +11.4% | +58.2% |
| 3Y | +62.8% | +86.4% | -23.6% | +41.6% |
| 5Y | +64.4% | +40.9% | +23.5% | +48.3% |
| 10Y | +175.5% | -48.7% | +224.2% | +182.3% |
| All | +3,978.4% | +557.1% | +3,421.3% | +2,189.9% |
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