+950.4%
PLTR vs VTRS
+83.1%
+867.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.4% | -2.0% |
| 7D | -9.1% | -3.3% | -5.8% | -8.3% |
| 30D | -5.2% | +1.4% | -6.6% | -5.7% |
| 3M | +27.4% | +4.6% | +22.7% | +25.6% |
| 6M | +9.7% | +18.1% | -8.3% | +4.1% |
| YTD | -6.7% | +34.7% | -41.4% | -15.5% |
| 1Y | -0.5% | +65.6% | -66.2% | -15.8% |
| All | +950.4% | +83.1% | +867.4% | +696.3% |
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 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