+87.1%
VTRS vs ALK
+3.1%
+84.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.3% |
| 7D | -2.2% | -2.1% | -0.1% | -1.8% |
| 30D | +3.3% | -13.1% | +16.4% | +6.0% |
| 3M | +2.0% | -11.8% | +13.8% | +4.0% |
| 6M | +19.9% | -0.4% | +20.3% | +18.4% |
| YTD | +35.7% | -18.2% | +53.9% | +38.1% |
| 1Y | +68.1% | -35.5% | +103.6% | +78.0% |
| 3Y | +87.1% | +1.8% | +85.3% | +88.4% |
| All | +87.1% | +3.1% | +84.0% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 3y: compounded portfolio wealth divided by compounded ALK 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…
3y analysis · Full analysis span regression · 6 months rolling