+19,614.8%
SHW vs VTRS
+552.8%
+19,062.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -3.2% | -3.5% | +0.2% | -2.6% |
| 30D | -11.4% | +2.1% | -13.5% | -11.7% |
| 3M | +3.5% | +2.6% | +0.9% | +3.0% |
| 6M | -3.4% | +17.8% | -21.1% | -6.0% |
| YTD | -0.3% | +35.7% | -36.0% | -5.5% |
| 1Y | -10.4% | +63.5% | -73.9% | -17.7% |
| 3Y | +21.3% | +85.1% | -63.8% | +7.8% |
| 5Y | +12.9% | +42.5% | -29.6% | +3.0% |
| 10Y | +284.1% | -48.2% | +332.3% | +288.4% |
| All | +19,614.8% | +552.8% | +19,062.0% | +10,902.0% |
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 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