+1,048.0%
STX vs VTRS
+47.1%
+1,000.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.5% | -3.9% |
| 7D | -2.3% | -2.2% | -0.1% | -1.8% |
| 30D | -5.5% | +3.3% | -8.8% | -6.3% |
| 3M | -4.3% | +2.0% | -6.3% | -5.6% |
| 6M | +115.6% | +19.9% | +95.7% | +102.2% |
| YTD | +202.2% | +35.7% | +166.5% | +171.8% |
| 1Y | +325.3% | +68.1% | +257.2% | +258.2% |
| 3Y | +1,283.9% | +87.1% | +1,196.8% | +974.0% |
| All | +1,048.0% | +47.1% | +1,000.9% | +813.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling