+142.4%
GILD vs VTRS
+47.1%
+95.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -0.9% |
| 7D | -4.8% | -2.2% | -2.6% | -4.3% |
| 30D | +5.8% | +3.3% | +2.5% | +5.0% |
| 3M | +14.9% | +2.0% | +12.9% | +14.3% |
| 6M | -0.4% | +19.9% | -20.3% | -4.7% |
| YTD | +18.5% | +35.7% | -17.2% | +10.0% |
| 1Y | +25.1% | +68.1% | -43.0% | +10.3% |
| 3Y | +105.9% | +87.1% | +18.8% | +73.7% |
| All | +142.4% | +47.1% | +95.3% | +103.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling