+107.9%
ILMN vs VTRS
+66.8%
+41.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | -5.4% | -2.2% | -3.2% | -5.1% |
| 30D | +7.0% | +3.3% | +3.7% | +6.7% |
| 3M | +24.2% | +2.0% | +22.2% | +24.2% |
| 6M | +69.9% | +19.9% | +50.0% | +65.9% |
| YTD | +57.4% | +35.7% | +21.7% | +48.2% |
| 1Y | +107.9% | +68.1% | +39.8% | +81.8% |
| All | +107.9% | +66.8% | +41.1% | +81.8% |
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