+107.8%
META vs VTRS
+88.4%
+19.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.3% |
| 7D | +6.0% | -0.1% | +6.2% | +6.1% |
| 30D | +3.6% | +1.9% | +1.8% | +3.3% |
| 3M | +4.9% | +5.1% | -0.2% | +3.8% |
| 6M | -4.7% | +20.1% | -24.8% | -8.1% |
| YTD | -6.9% | +36.6% | -43.5% | -12.1% |
| 1Y | -18.2% | +64.1% | -82.3% | -25.1% |
| 3Y | +107.8% | +86.4% | +21.4% | +85.8% |
| All | +107.8% | +88.4% | +19.3% | +85.8% |
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 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