+70,960.9%
ROST vs VTRS
+553.2%
+70,407.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.2% |
| 7D | +0.2% | -2.2% | +2.4% | +0.6% |
| 30D | -6.9% | +3.3% | -10.2% | -7.4% |
| 3M | -3.3% | +2.0% | -5.3% | -3.9% |
| 6M | +9.0% | +19.9% | -10.9% | +5.1% |
| YTD | +28.9% | +35.7% | -6.9% | +21.1% |
| 1Y | +54.0% | +68.1% | -14.1% | +38.9% |
| 3Y | +100.7% | +87.1% | +13.6% | +74.7% |
| 5Y | +116.0% | +47.6% | +68.4% | +93.3% |
| 10Y | +318.4% | -48.2% | +366.6% | +324.8% |
| All | +70,960.9% | +553.2% | +70,407.7% | +32,609.8% |
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