-55.8%
FIG vs VTRS
+66.3%
-122.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.3% |
| 7D | -16.3% | +3.3% | -19.6% | -16.8% |
| 30D | -14.3% | -3.6% | -10.7% | -13.5% |
| 3M | +7.2% | +7.0% | +0.2% | +7.3% |
| 6M | -18.6% | +17.5% | -36.1% | -20.1% |
| YTD | -35.5% | +38.8% | -74.2% | -36.1% |
| 1Y | -55.8% | +69.2% | -125.0% | -56.7% |
| All | -55.8% | +66.3% | -122.1% | -56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling