+16,706.2%
STX vs VTRS
+47.4%
+16,658.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.8% |
| 7D | +9.6% | -3.5% | +13.0% | +10.7% |
| 30D | +10.6% | +2.1% | +8.5% | +9.8% |
| 3M | +4.8% | +2.6% | +2.2% | +2.9% |
| 6M | +137.3% | +17.8% | +119.5% | +122.0% |
| YTD | +222.5% | +35.7% | +186.8% | +186.5% |
| 1Y | +366.2% | +63.5% | +302.7% | +288.7% |
| 3Y | +1,352.9% | +85.1% | +1,267.8% | +1,028.5% |
| 5Y | +1,077.4% | +42.5% | +1,035.0% | +868.2% |
| 10Y | +3,621.5% | -48.2% | +3,669.7% | +3,747.9% |
| All | +16,706.2% | +47.4% | +16,658.8% | +7,342.4% |
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