-15.3%
WDAY vs VTRS
+66.3%
-81.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.4% |
| 7D | -4.4% | +3.3% | -7.7% | -4.5% |
| 30D | +14.7% | -3.6% | +18.4% | +15.1% |
| 3M | +32.4% | +7.0% | +25.4% | +32.2% |
| 6M | +36.9% | +17.5% | +19.4% | +37.7% |
| YTD | -8.8% | +38.8% | -47.6% | -10.6% |
| 1Y | -15.3% | +69.2% | -84.5% | -18.7% |
| All | -15.3% | +66.3% | -81.6% | -18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling