+82.7%
VTRS vs TDY
+16.1%
+66.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.4% | +5.1% | +0.3% |
| 7D | -1.2% | -12.7% | +11.5% | +2.3% |
| 30D | +8.2% | -4.9% | +13.1% | +9.3% |
| 3M | +8.3% | -13.5% | +21.7% | +12.2% |
| 6M | +24.1% | -6.4% | +30.4% | +25.1% |
| YTD | +56.0% | +15.9% | +40.1% | +48.8% |
| 1Y | +82.7% | +15.4% | +67.3% | +74.3% |
| All | +82.7% | +16.1% | +66.6% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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