+1,692.6%
PLTR vs VTRS
+42.5%
+1,650.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.9% |
| 7D | -5.3% | -0.1% | -5.2% | -5.4% |
| 30D | -1.0% | +1.9% | -2.8% | -1.6% |
| 3M | +24.8% | +5.1% | +19.7% | +23.0% |
| 6M | +8.4% | +20.1% | -11.7% | +2.8% |
| YTD | -4.2% | +36.6% | -40.7% | -12.6% |
| 1Y | +9.1% | +64.1% | -55.0% | -5.5% |
| 3Y | +1,025.6% | +86.4% | +939.2% | +812.8% |
| 5Y | +565.8% | +40.9% | +524.9% | +453.1% |
| All | +1,692.6% | +42.5% | +1,650.2% | +1,498.8% |
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