+101.9%
WMT vs VTRS
+84.5%
+17.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.3% |
| 7D | 0.0% | -2.2% | +2.2% | +0.2% |
| 30D | -7.4% | +3.3% | -10.7% | -7.6% |
| 3M | -10.9% | +2.0% | -12.9% | -11.0% |
| 6M | -12.7% | +19.9% | -32.6% | -13.8% |
| YTD | -3.2% | +35.7% | -38.9% | -5.4% |
| 1Y | +5.3% | +68.1% | -62.8% | +1.4% |
| 3Y | +101.9% | +87.1% | +14.8% | +87.5% |
| All | +101.9% | +84.5% | +17.4% | +87.5% |
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