+87.1%
VTRS vs PSKY
-18.9%
+106.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.6% |
| 7D | -2.2% | -2.4% | +0.2% | -2.0% |
| 30D | +3.3% | +11.6% | -8.3% | +2.3% |
| 3M | +2.0% | +1.5% | +0.5% | +1.8% |
| 6M | +19.9% | +7.7% | +12.2% | +18.7% |
| YTD | +35.7% | -20.1% | +55.8% | +38.1% |
| 1Y | +68.1% | -38.3% | +106.4% | +75.1% |
| 3Y | +87.1% | -17.7% | +104.8% | +81.0% |
| All | +87.1% | -18.9% | +106.0% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 3y: compounded portfolio wealth divided by compounded PSKY 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…
3y analysis · Full analysis span regression · 6 months rolling