+60.5%
XOM vs VTRS
+84.5%
-24.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +4.1% | -2.2% | +6.3% | +4.3% |
| 30D | +4.6% | +3.3% | +1.3% | +4.3% |
| 3M | +14.0% | +2.0% | +12.0% | +13.6% |
| 6M | +11.0% | +19.9% | -9.0% | +8.1% |
| YTD | +40.7% | +35.7% | +5.0% | +34.5% |
| 1Y | +52.3% | +68.1% | -15.8% | +41.0% |
| 3Y | +60.5% | +87.1% | -26.6% | +39.0% |
| All | +60.5% | +84.5% | -24.0% | +39.0% |
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