+735.0%
VTRS vs ALK
+773.0%
-38.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.8% | +3.0% | -0.8% |
| 7D | +9.0% | +0.9% | +8.1% | +8.7% |
| 30D | +19.8% | +3.3% | +16.5% | +18.6% |
| 3M | +29.3% | -17.6% | +46.9% | +34.0% |
| 6M | +22.2% | +0.8% | +21.4% | +20.4% |
| YTD | +69.9% | -22.4% | +92.3% | +75.2% |
| 1Y | +94.4% | -10.1% | +104.5% | +94.0% |
| 3Y | +154.8% | +14.0% | +140.9% | +133.2% |
| 5Y | +80.8% | -29.8% | +110.6% | +81.1% |
| 10Y | -31.8% | -44.8% | +13.0% | -33.0% |
| All | +735.0% | +773.0% | -38.1% | +253.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling