+2.1%
KDP vs VTRS
+84.5%
-82.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -3.7% | -2.2% | -1.5% | -3.4% |
| 30D | +6.2% | +3.3% | +2.9% | +5.7% |
| 3M | +1.2% | +2.0% | -0.8% | +0.9% |
| 6M | +15.3% | +19.9% | -4.6% | +12.3% |
| YTD | +14.8% | +35.7% | -20.9% | +9.8% |
| 1Y | +17.6% | +68.1% | -50.5% | +9.1% |
| 3Y | +2.1% | +87.1% | -85.0% | -11.2% |
| All | +2.1% | +84.5% | -82.4% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling