+570.9%
VTRS vs PTC
+5,991.9%
-5,420.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | -0.7% |
| 7D | -0.1% | -12.8% | +12.7% | +2.0% |
| 30D | +1.9% | -9.8% | +11.6% | +3.4% |
| 3M | +5.1% | -2.1% | +7.1% | +4.8% |
| 6M | +20.1% | -18.1% | +38.2% | +23.1% |
| YTD | +36.6% | -23.5% | +60.1% | +41.3% |
| 1Y | +64.1% | -37.4% | +101.5% | +75.1% |
| 3Y | +86.4% | -7.2% | +93.6% | +85.2% |
| 5Y | +40.9% | +2.7% | +38.2% | +36.5% |
| 10Y | -48.7% | +203.4% | -252.1% | -58.8% |
| All | +570.9% | +5,991.9% | -5,420.9% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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