+1,285.8%
WDC vs VTRS
+84.5%
+1,201.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.1% |
| 7D | -4.3% | -2.2% | -2.1% | -3.9% |
| 30D | -1.5% | +3.3% | -4.8% | -2.2% |
| 3M | -15.5% | +2.0% | -17.5% | -16.0% |
| 6M | +66.5% | +19.9% | +46.5% | +57.4% |
| YTD | +159.9% | +35.7% | +124.1% | +137.9% |
| 1Y | +366.0% | +68.1% | +297.9% | +303.5% |
| 3Y | +1,285.8% | +87.1% | +1,198.7% | +996.9% |
| All | +1,285.8% | +84.5% | +1,201.3% | +996.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling