+89.7%
VTRS vs WWD
+27.2%
+62.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.9% |
| 7D | +2.4% | +7.3% | -4.9% | +1.0% |
| 30D | +9.1% | -2.0% | +11.1% | +9.4% |
| 3M | +9.4% | -12.6% | +22.0% | +12.2% |
| 6M | +28.3% | -8.4% | +36.8% | +29.0% |
| YTD | +58.0% | +8.2% | +49.8% | +62.7% |
| 1Y | +89.7% | +26.5% | +63.2% | +97.2% |
| All | +89.7% | +27.2% | +62.5% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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