+42.5%
VTRS vs ACWI
+67.2%
-24.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -3.5% | 0.0% | -3.4% | -3.5% |
| 30D | +2.1% | -0.6% | +2.7% | +2.6% |
| 3M | +2.6% | +4.3% | -1.6% | -1.3% |
| 6M | +17.8% | +12.7% | +5.1% | +5.4% |
| YTD | +35.7% | +13.9% | +21.7% | +20.3% |
| 1Y | +63.5% | +20.5% | +43.0% | +37.9% |
| 3Y | +85.1% | +76.5% | +8.6% | +11.2% |
| 5Y | +42.5% | +67.5% | -25.0% | -10.6% |
| All | +42.5% | +67.2% | -24.7% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling