+1,527.5%
META vs VTRS
-0.4%
+1,527.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +6.7% | +3.3% | +3.4% | +5.9% |
| 30D | +4.8% | -3.6% | +8.4% | +5.5% |
| 3M | -1.6% | +7.0% | -8.6% | -3.4% |
| 6M | -7.5% | +17.5% | -24.9% | -11.1% |
| YTD | -6.4% | +38.8% | -45.2% | -13.6% |
| 1Y | -17.3% | +69.2% | -86.5% | -27.2% |
| 3Y | +109.9% | +77.5% | +32.5% | +78.4% |
| 5Y | +65.4% | +39.9% | +25.5% | +45.1% |
| 10Y | +391.8% | -47.1% | +438.9% | +385.3% |
| All | +1,527.5% | -0.4% | +1,527.9% | +1,330.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling