+87.1%
VTRS vs WWD
+167.6%
-80.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -2.2% | -2.6% | +0.4% | -1.7% |
| 30D | +3.3% | -6.9% | +10.2% | +4.7% |
| 3M | +2.0% | -13.0% | +15.0% | +4.4% |
| 6M | +19.9% | -12.5% | +32.4% | +22.1% |
| YTD | +35.7% | +11.8% | +23.9% | +33.0% |
| 1Y | +68.1% | +41.1% | +27.0% | +57.4% |
| 3Y | +87.1% | +163.1% | -76.0% | +47.5% |
| All | +87.1% | +167.6% | -80.5% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling