+13,449.8%
GOOG vs VTRS
+27.8%
+13,422.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | 0.0% | -2.2% | +2.2% | +0.6% |
| 30D | -2.0% | +3.3% | -5.3% | -2.8% |
| 3M | -5.9% | +2.0% | -7.8% | -6.6% |
| 6M | +8.9% | +19.9% | -11.0% | +3.7% |
| YTD | +7.1% | +35.7% | -28.6% | -1.3% |
| 1Y | +39.7% | +68.1% | -28.4% | +21.9% |
| 3Y | +145.8% | +87.1% | +58.8% | +103.9% |
| 5Y | +138.6% | +47.6% | +91.0% | +104.6% |
| 10Y | +791.5% | -48.2% | +839.7% | +810.5% |
| All | +13,449.8% | +27.8% | +13,422.0% | +8,513.2% |
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