+11,653.3%
VRTX vs VTRS
+536.6%
+11,116.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.7% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | +6.6% | +1.9% | +4.8% | +6.1% |
| 3M | +19.4% | +5.1% | +14.4% | +17.6% |
| 6M | +15.8% | +20.1% | -4.3% | +9.7% |
| YTD | +16.7% | +36.6% | -19.9% | +6.2% |
| 1Y | +33.8% | +64.1% | -30.3% | +15.5% |
| 3Y | +54.2% | +86.4% | -32.2% | +25.1% |
| 5Y | +176.4% | +40.9% | +135.5% | +134.3% |
| 10Y | +443.5% | -48.7% | +492.3% | +457.6% |
| All | +11,653.3% | +536.6% | +11,116.7% | +5,668.4% |
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