+3,645.5%
MRK vs VTRS
+553.2%
+3,092.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -4.3% | -2.2% | -2.1% | -3.9% |
| 30D | +8.3% | +3.3% | +5.0% | +7.6% |
| 3M | +20.0% | +2.0% | +18.1% | +19.5% |
| 6M | +25.7% | +19.9% | +5.7% | +21.1% |
| YTD | +38.7% | +35.7% | +3.0% | +30.3% |
| 1Y | +74.7% | +68.1% | +6.6% | +57.4% |
| 3Y | +45.4% | +87.1% | -41.7% | +26.4% |
| 5Y | +129.0% | +47.6% | +81.4% | +103.7% |
| 10Y | +228.0% | -48.2% | +276.2% | +233.8% |
| All | +3,645.5% | +553.2% | +3,092.3% | +1,767.7% |
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