+89.7%
VTRS vs ULTA
+27.7%
+62.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.1% | -2.5% | +0.6% |
| 7D | +2.4% | +6.7% | -4.3% | +0.8% |
| 30D | +9.1% | +21.7% | -12.7% | +4.2% |
| 3M | +9.4% | +21.5% | -12.1% | +4.5% |
| 6M | +28.3% | +27.5% | +0.8% | +20.7% |
| YTD | +58.0% | +9.2% | +48.8% | +52.7% |
| 1Y | +89.7% | +27.9% | +61.8% | +72.2% |
| All | +89.7% | +27.7% | +62.0% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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