+68.1%
VTRS vs STLD
+82.8%
-14.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -2.2% | -0.9% | -1.3% | -2.0% |
| 30D | +3.3% | -8.9% | +12.2% | +5.5% |
| 3M | +2.0% | -14.0% | +16.0% | +5.8% |
| 6M | +19.9% | +30.8% | -10.9% | +8.4% |
| YTD | +35.7% | +42.3% | -6.5% | +21.3% |
| 1Y | +68.1% | +81.1% | -13.0% | +43.6% |
| All | +68.1% | +82.8% | -14.7% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 1y: compounded portfolio wealth divided by compounded STLD 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…
1y analysis · Full analysis span regression · 6 months rolling