+87.1%
VTRS vs TKO
+102.7%
-15.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -2.2% | +2.3% | -4.5% | -2.7% |
| 30D | +3.3% | -2.5% | +5.8% | +3.7% |
| 3M | +2.0% | -10.6% | +12.6% | +4.0% |
| 6M | +19.9% | -5.1% | +25.0% | +20.7% |
| YTD | +35.7% | -8.2% | +44.0% | +37.2% |
| 1Y | +68.1% | -4.4% | +72.5% | +68.0% |
| 3Y | +87.1% | +100.4% | -13.3% | +63.6% |
| All | +87.1% | +102.7% | -15.6% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 3y: compounded portfolio wealth divided by compounded TKO 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…
3y analysis · Full analysis span regression · 6 months rolling