-22.3%
SYK vs VTRS
+66.3%
-88.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -8.3% | +3.3% | -11.6% | -9.0% |
| 30D | -10.1% | -3.6% | -6.4% | -9.4% |
| 3M | +0.9% | +7.0% | -6.1% | -0.6% |
| 6M | -20.2% | +17.5% | -37.7% | -22.8% |
| YTD | -13.3% | +38.8% | -52.1% | -18.7% |
| 1Y | -22.3% | +69.2% | -91.5% | -31.0% |
| All | -22.3% | +66.3% | -88.7% | -31.0% |
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 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