+350.1%
VTRS vs WWD
+15,025.1%
-14,675.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -3.5% | +0.6% | -4.1% | -3.6% |
| 30D | +2.1% | -5.1% | +7.2% | +3.4% |
| 3M | +2.6% | -11.2% | +13.9% | +5.3% |
| 6M | +17.8% | -12.0% | +29.8% | +20.8% |
| YTD | +35.7% | +12.0% | +23.7% | +30.4% |
| 1Y | +63.5% | +42.8% | +20.7% | +46.7% |
| 3Y | +85.1% | +168.9% | -83.8% | +37.8% |
| 5Y | +42.5% | +192.2% | -149.7% | +1.9% |
| 10Y | -48.2% | +495.3% | -543.5% | -70.5% |
| All | +350.1% | +15,025.1% | -14,675.0% | +55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling