+84.8%
VTRS vs EPAM
-75.7%
+160.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +4.6% | +2.4% | +2.2% | +4.0% |
| 30D | +19.4% | +42.3% | -22.9% | +9.7% |
| 3M | +30.8% | +60.7% | -29.9% | +16.5% |
| 6M | +21.6% | +80.5% | -58.8% | +4.7% |
| YTD | +71.2% | -20.4% | +91.5% | +75.0% |
| 1Y | +97.6% | -9.6% | +107.2% | +95.8% |
| 3Y | +163.9% | -30.5% | +194.3% | +168.1% |
| All | +84.8% | -75.7% | +160.6% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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