+22.7%
NXPI vs VTRS
+84.5%
-61.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.7% | +4.2% |
| 7D | +3.9% | -2.2% | +6.0% | +4.8% |
| 30D | +1.4% | +3.3% | -1.9% | +0.1% |
| 3M | -21.5% | +2.0% | -23.5% | -22.7% |
| 6M | +19.4% | +19.9% | -0.5% | +8.8% |
| YTD | +9.9% | +35.7% | -25.8% | -5.3% |
| 1Y | +7.9% | +68.1% | -60.2% | -15.9% |
| 3Y | +22.7% | +87.1% | -64.4% | -16.7% |
| All | +22.7% | +84.5% | -61.8% | -16.7% |
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 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