+69.2%
VTRS vs BIDU
+1.5%
+67.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.1% | -4.4% | -0.7% |
| 7D | +3.3% | +2.4% | +0.9% | +3.1% |
| 30D | -3.6% | -10.5% | +6.8% | -2.7% |
| 3M | +7.0% | -26.2% | +33.2% | +10.1% |
| 6M | +17.5% | -16.4% | +33.9% | +18.8% |
| YTD | +38.8% | -23.9% | +62.6% | +40.9% |
| 1Y | +69.2% | +1.3% | +67.9% | +67.6% |
| All | +69.2% | +1.5% | +67.7% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1y: compounded portfolio wealth divided by compounded BIDU 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…
1y analysis · Full analysis span regression · 6 months rolling