+24.2%
REGN vs VTRS
+46.9%
-22.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | -4.1% | -1.3% | -2.8% | -3.8% |
| 30D | -1.1% | +3.4% | -4.5% | -1.9% |
| 3M | +29.8% | +1.9% | +28.0% | +29.1% |
| 6M | +6.7% | +25.2% | -18.4% | +0.6% |
| YTD | +3.2% | +37.0% | -33.7% | -5.0% |
| 1Y | +42.5% | +73.2% | -30.7% | +23.5% |
| 3Y | -3.7% | +92.2% | -96.0% | -19.9% |
| 5Y | +24.2% | +50.3% | -26.1% | +1.0% |
| All | +24.2% | +46.9% | -22.7% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling