+68.1%
VTRS vs ACM
-48.8%
+116.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.7% |
| 7D | -2.2% | -4.6% | +2.4% | -1.7% |
| 30D | +3.3% | +4.1% | -0.8% | +2.6% |
| 3M | +2.0% | -8.3% | +10.3% | +2.8% |
| 6M | +19.9% | -30.1% | +50.0% | +25.7% |
| YTD | +35.7% | -32.6% | +68.3% | +42.7% |
| 1Y | +68.1% | -49.6% | +117.7% | +90.3% |
| All | +68.1% | -48.8% | +116.9% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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