+166.9%
VTRS vs ACWI
+76.1%
+90.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.1% |
| 7D | +9.6% | -0.7% | +10.2% | +10.1% |
| 30D | +20.1% | -2.0% | +22.1% | +21.8% |
| 3M | +30.3% | -2.2% | +32.5% | +32.3% |
| 6M | +26.3% | +1.9% | +24.4% | +23.6% |
| YTD | +73.1% | +12.0% | +61.2% | +55.6% |
| 1Y | +94.7% | +12.5% | +82.2% | +74.2% |
| All | +166.9% | +76.1% | +90.9% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling