+97.0%
META vs VTRS
+159.9%
-62.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | +3.3% | +10.2% | -6.9% | +1.8% |
| 30D | -10.8% | +18.2% | -29.0% | -13.1% |
| 3M | +7.9% | +29.0% | -21.1% | +3.6% |
| 6M | +5.4% | +23.2% | -17.9% | +1.7% |
| YTD | -2.6% | +71.4% | -74.0% | -11.1% |
| 1Y | +1.9% | +112.3% | -110.4% | -10.0% |
| 3Y | +97.0% | +157.1% | -60.1% | +70.2% |
| All | +97.0% | +159.9% | -62.9% | +70.2% |
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