+567.3%
VRT vs CTSH
-11.9%
+579.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.2% | +4.0% |
| 7D | -21.4% | -0.6% | -20.8% | -21.4% |
| 30D | -25.8% | +13.4% | -39.2% | -28.6% |
| 3M | -33.5% | +14.4% | -48.0% | -36.7% |
| 6M | -49.0% | +27.7% | -76.7% | -54.1% |
| YTD | +12.9% | -20.6% | +33.6% | +29.7% |
| 1Y | 0.0% | -9.1% | +9.1% | +3.8% |
| 3Y | +361.8% | +3.1% | +358.7% | +316.9% |
| All | +567.3% | -11.9% | +579.2% | +601.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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