+162.0%
VTRS vs ALLE
+92.1%
+69.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.6% |
| 7D | +9.0% | +1.6% | +7.4% | +8.3% |
| 30D | +19.8% | +24.1% | -4.3% | +9.6% |
| 3M | +29.3% | +14.8% | +14.5% | +22.1% |
| 6M | +22.2% | +45.9% | -23.7% | +3.5% |
| YTD | +69.9% | +20.7% | +49.2% | +55.0% |
| 1Y | +94.4% | +14.2% | +80.2% | +81.9% |
| All | +162.0% | +92.1% | +69.9% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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