+18,420.3%
WDC vs VTRS
+552.8%
+17,867.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +7.5% | -3.5% | +10.9% | +8.6% |
| 30D | +10.1% | +2.1% | +7.9% | +9.2% |
| 3M | -6.8% | +2.6% | -9.4% | -8.2% |
| 6M | +84.1% | +17.8% | +66.4% | +73.3% |
| YTD | +180.3% | +35.7% | +144.6% | +151.7% |
| 1Y | +411.1% | +63.5% | +347.6% | +332.1% |
| 3Y | +1,375.0% | +85.1% | +1,289.9% | +1,068.9% |
| 5Y | +991.6% | +42.5% | +949.1% | +822.6% |
| 10Y | +1,309.1% | -48.2% | +1,357.3% | +1,401.4% |
| All | +18,420.3% | +552.8% | +17,867.5% | +8,349.4% |
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