+246.6%
VTRS vs STLD
+8,684.3%
-8,437.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.3% | 0.0% |
| 7D | +3.3% | +3.1% | +0.2% | +2.6% |
| 30D | -3.6% | -9.0% | +5.3% | -1.8% |
| 3M | +7.0% | -12.4% | +19.3% | +9.7% |
| 6M | +17.5% | +25.5% | -8.0% | +11.0% |
| YTD | +38.8% | +43.6% | -4.8% | +27.1% |
| 1Y | +69.2% | +87.2% | -18.0% | +45.8% |
| 3Y | +77.5% | +135.2% | -57.8% | +42.5% |
| 5Y | +39.9% | +290.9% | -251.0% | -2.5% |
| 10Y | -47.1% | +1,113.5% | -1,160.6% | -72.3% |
| All | +246.6% | +8,684.3% | -8,437.7% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling