+40.9%
REGN vs VTRS
+88.0%
-47.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.7% |
| 7D | +10.3% | -1.2% | +11.5% | +10.5% |
| 30D | +22.2% | +8.2% | +14.1% | +19.8% |
| 3M | +17.6% | +8.3% | +9.3% | +14.9% |
| 6M | +28.9% | +24.1% | +4.9% | +21.9% |
| YTD | +17.4% | +56.0% | -38.5% | +5.9% |
| 1Y | +40.9% | +82.7% | -41.8% | +24.1% |
| All | +40.9% | +88.0% | -47.1% | +24.1% |
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