+27.5%
MCK vs VTRS
+88.0%
-60.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | +9.3% | -1.2% | +10.5% | +9.4% |
| 30D | +16.3% | +8.2% | +8.2% | +15.2% |
| 3M | +22.3% | +8.3% | +14.0% | +20.9% |
| 6M | +34.1% | +24.1% | +10.1% | +31.4% |
| YTD | +31.1% | +56.0% | -24.9% | +28.0% |
| 1Y | +27.5% | +82.7% | -55.2% | +24.8% |
| All | +27.5% | +88.0% | -60.5% | +24.8% |
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