+37.6%
VRTX vs VTRS
+66.3%
-28.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.8% | -2.1% |
| 7D | +0.8% | +3.3% | -2.5% | +0.2% |
| 30D | +12.6% | -3.6% | +16.3% | +13.3% |
| 3M | +23.6% | +7.0% | +16.7% | +22.2% |
| 6M | +14.3% | +17.5% | -3.2% | +11.1% |
| YTD | +20.5% | +38.8% | -18.3% | +14.1% |
| 1Y | +37.6% | +69.2% | -31.6% | +26.1% |
| All | +37.6% | +66.3% | -28.7% | +26.1% |
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 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