+365.4%
STX vs VTRS
+66.3%
+299.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.3% |
| 7D | +2.4% | +3.3% | -1.0% | +2.6% |
| 30D | +1.4% | -3.6% | +5.0% | +1.3% |
| 3M | -8.2% | +7.0% | -15.2% | -8.3% |
| 6M | +127.0% | +17.5% | +109.6% | +119.2% |
| YTD | +209.1% | +38.8% | +170.4% | +191.8% |
| 1Y | +365.4% | +69.2% | +296.2% | +321.5% |
| All | +365.4% | +66.3% | +299.1% | +321.5% |
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