-49.5%
ORCL vs VTRS
+90.6%
-140.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.2% |
| 7D | -14.4% | +2.4% | -16.8% | -14.6% |
| 30D | -12.8% | +9.1% | -21.9% | -13.7% |
| 3M | -14.8% | +9.4% | -24.2% | -15.8% |
| 6M | -30.9% | +28.3% | -59.2% | -34.1% |
| YTD | -35.7% | +58.0% | -93.7% | -40.8% |
| 1Y | -49.5% | +89.7% | -139.2% | -54.2% |
| All | -49.5% | +90.6% | -140.1% | -54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling