+1,710.5%
NXPI vs VTRS
+18.3%
+1,692.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | 0.0% |
| 7D | -2.3% | -3.5% | +1.2% | -0.9% |
| 30D | -4.3% | +2.1% | -6.4% | -5.2% |
| 3M | -24.7% | +2.6% | -27.3% | -26.0% |
| 6M | +9.7% | +17.8% | -8.0% | +1.3% |
| YTD | +3.8% | +35.7% | -31.9% | -9.9% |
| 1Y | +1.6% | +63.5% | -61.9% | -18.7% |
| 3Y | +16.0% | +85.1% | -69.1% | -14.1% |
| 5Y | +16.1% | +42.5% | -26.4% | -7.6% |
| 10Y | +211.4% | -48.2% | +259.6% | +225.6% |
| All | +1,710.5% | +18.3% | +1,692.2% | +595.9% |
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