+3,804.9%
MSI vs VTRS
+552.8%
+3,252.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -4.0% | -3.5% | -0.5% | -3.3% |
| 30D | -0.5% | +2.1% | -2.6% | -0.9% |
| 3M | +11.4% | +2.6% | +8.8% | +10.5% |
| 6M | +1.0% | +17.8% | -16.8% | -2.7% |
| YTD | +20.7% | +35.7% | -15.0% | +12.7% |
| 1Y | -2.7% | +63.5% | -66.2% | -12.6% |
| 3Y | +68.2% | +85.1% | -16.9% | +44.2% |
| 5Y | +100.0% | +42.5% | +57.5% | +76.9% |
| 10Y | +596.9% | -48.2% | +645.1% | +604.6% |
| All | +3,804.9% | +552.8% | +3,252.1% | +1,774.3% |
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