+79.7%
VTRS vs DECK
+24.2%
+55.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.3% |
| 7D | +9.6% | -0.8% | +10.4% | +9.7% |
| 30D | +20.1% | +4.9% | +15.2% | +18.9% |
| 3M | +30.3% | -5.8% | +36.1% | +31.4% |
| 6M | +26.3% | -8.6% | +34.9% | +27.8% |
| YTD | +73.1% | -14.7% | +87.9% | +76.3% |
| 1Y | +94.7% | +6.9% | +87.8% | +89.9% |
| 3Y | +159.7% | -16.2% | +175.8% | +153.9% |
| 5Y | +79.7% | +25.3% | +54.5% | +42.1% |
| All | +79.7% | +24.2% | +55.5% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling