+42.5%
VTRS vs STLD
+294.9%
-252.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | -3.5% | -2.8% | -0.6% | -2.8% |
| 30D | +2.1% | -10.4% | +12.5% | +4.5% |
| 3M | +2.6% | -10.6% | +13.2% | +4.9% |
| 6M | +17.8% | +32.7% | -14.9% | +9.4% |
| YTD | +35.7% | +42.8% | -7.2% | +23.9% |
| 1Y | +63.5% | +86.9% | -23.5% | +40.4% |
| 3Y | +85.1% | +143.8% | -58.7% | +45.6% |
| 5Y | +42.5% | +293.5% | -251.0% | -2.9% |
| All | +42.5% | +294.9% | -252.4% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling