-50.0%
VTRS vs BIDU
-48.7%
-1.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -2.2% | -8.1% | +5.9% | -0.8% |
| 30D | +3.3% | -12.8% | +16.1% | +5.5% |
| 3M | +2.0% | -21.3% | +23.3% | +5.7% |
| 6M | +19.9% | -27.0% | +46.9% | +25.3% |
| YTD | +35.7% | -30.0% | +65.8% | +42.2% |
| 1Y | +68.1% | -18.3% | +86.4% | +69.8% |
| 3Y | +87.1% | -33.8% | +120.9% | +91.5% |
| 5Y | +47.6% | -44.3% | +91.9% | +47.9% |
| All | -50.0% | -48.7% | -1.3% | -54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling