+3,947.2%
YUM vs VTRS
+109.6%
+3,837.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | -6.1% | -2.2% | -3.9% | -5.7% |
| 30D | -5.8% | +3.3% | -9.1% | -6.4% |
| 3M | -7.6% | +2.0% | -9.6% | -8.1% |
| 6M | -9.1% | +19.9% | -29.1% | -12.4% |
| YTD | -5.5% | +35.7% | -41.3% | -11.2% |
| 1Y | -3.7% | +68.1% | -71.8% | -13.1% |
| 3Y | +17.8% | +87.1% | -69.3% | +2.5% |
| 5Y | +19.3% | +47.6% | -28.4% | +6.2% |
| 10Y | +170.7% | -48.2% | +218.9% | +173.3% |
| All | +3,947.2% | +109.6% | +3,837.6% | +2,670.1% |
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