+123.8%
STX vs VTRS
+90.6%
+33.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.6% | -9.7% | -8.0% |
| 7D | -20.2% | +2.4% | -22.6% | -20.0% |
| 30D | -37.2% | +9.1% | -46.3% | -36.6% |
| 3M | -34.1% | +9.4% | -43.5% | -33.2% |
| 6M | -24.5% | +28.3% | -52.8% | -24.3% |
| YTD | +102.9% | +58.0% | +44.9% | +96.1% |
| 1Y | +123.8% | +89.7% | +34.1% | +106.6% |
| All | +123.8% | +90.6% | +33.2% | +106.6% |
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