+566.5%
VTRS vs EAT
+10,884.1%
-10,317.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.6% | -0.1% |
| 7D | -3.5% | -6.8% | +3.3% | -2.2% |
| 30D | +2.1% | -5.4% | +7.5% | +2.9% |
| 3M | +2.6% | +42.8% | -40.1% | -4.2% |
| 6M | +17.8% | +56.5% | -38.7% | +7.2% |
| YTD | +35.7% | +50.0% | -14.4% | +24.0% |
| 1Y | +63.5% | +38.3% | +25.2% | +50.6% |
| 3Y | +85.1% | +591.6% | -506.5% | +21.6% |
| 5Y | +42.5% | +312.6% | -270.1% | -1.1% |
| 10Y | -48.2% | +381.4% | -429.6% | -69.8% |
| All | +566.5% | +10,884.1% | -10,317.6% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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