+60.2%
ROKU vs VTRS
+66.3%
-6.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.6% |
| 7D | -1.3% | +3.3% | -4.6% | -2.2% |
| 30D | +5.9% | -3.6% | +9.5% | +6.8% |
| 3M | +23.9% | +7.0% | +16.9% | +20.7% |
| 6M | +59.6% | +17.5% | +42.1% | +49.1% |
| YTD | +43.4% | +38.8% | +4.6% | +27.0% |
| 1Y | +60.2% | +69.2% | -9.0% | +31.4% |
| All | +60.2% | +66.3% | -6.1% | +31.4% |
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