+297.5%
WBD vs VTRS
+7.8%
+289.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.3% |
| 7D | -0.6% | -3.3% | +2.7% | +0.5% |
| 30D | +4.2% | +1.4% | +2.8% | +3.7% |
| 3M | +7.5% | +4.6% | +2.9% | +5.4% |
| 6M | +1.6% | +18.1% | -16.5% | -4.7% |
| YTD | -2.2% | +34.7% | -36.8% | -12.5% |
| 1Y | +124.9% | +65.6% | +59.2% | +87.1% |
| 3Y | +149.1% | +83.8% | +65.3% | +97.8% |
| 5Y | +7.8% | +46.5% | -38.6% | -9.6% |
| 10Y | +14.9% | -48.6% | +63.4% | +18.3% |
| All | +297.5% | +7.8% | +289.7% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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