-51.1%
FIS vs VTRS
+90.6%
-141.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +1.6% | -25.3% | -23.8% |
| 7D | -18.4% | +2.4% | -20.8% | -18.7% |
| 30D | -11.4% | +9.1% | -20.5% | -12.6% |
| 3M | -32.0% | +9.4% | -41.4% | -33.0% |
| 6M | -35.6% | +28.3% | -63.9% | -37.7% |
| YTD | -53.8% | +58.0% | -111.8% | -57.3% |
| 1Y | -51.1% | +89.7% | -140.8% | -56.5% |
| All | -51.1% | +90.6% | -141.7% | -56.5% |
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 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