+889.8%
NVDA vs VTRS
+47.1%
+842.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | -5.1% | -2.2% | -2.9% | -4.6% |
| 30D | -2.5% | +3.3% | -5.8% | -3.3% |
| 3M | +6.7% | +2.0% | +4.7% | +5.6% |
| 6M | +17.6% | +19.9% | -2.3% | +10.9% |
| YTD | +17.3% | +35.7% | -18.4% | +6.8% |
| 1Y | +23.5% | +68.1% | -44.6% | +5.4% |
| 3Y | +384.6% | +87.1% | +297.5% | +278.2% |
| All | +889.8% | +47.1% | +842.7% | +703.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling