+48.5%
LLY vs VTRS
+66.8%
-18.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.8% |
| 7D | -2.9% | -2.2% | -0.7% | -2.5% |
| 30D | -8.4% | +3.3% | -11.8% | -9.1% |
| 3M | -3.8% | +2.0% | -5.7% | -4.5% |
| 6M | +11.9% | +19.9% | -8.0% | +6.3% |
| YTD | +4.3% | +35.7% | -31.4% | -5.6% |
| 1Y | +48.5% | +68.1% | -19.6% | +24.5% |
| All | +48.5% | +66.8% | -18.3% | +24.5% |
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