+9,012.8%
WMT vs VTRS
+553.2%
+8,459.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | 0.0% | -2.2% | +2.2% | +0.3% |
| 30D | -7.4% | +3.3% | -10.7% | -7.8% |
| 3M | -10.9% | +2.0% | -12.9% | -11.2% |
| 6M | -12.7% | +19.9% | -32.6% | -15.0% |
| YTD | -3.2% | +35.7% | -38.9% | -7.5% |
| 1Y | +5.3% | +68.1% | -62.8% | -2.4% |
| 3Y | +101.9% | +87.1% | +14.8% | +81.8% |
| 5Y | +134.6% | +47.6% | +86.9% | +114.6% |
| 10Y | +440.4% | -48.2% | +488.5% | +442.9% |
| All | +9,012.8% | +553.2% | +8,459.7% | +3,966.9% |
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 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