+84.2%
VTRS vs ACWI
+61.1%
+23.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | 0.0% |
| 7D | +9.6% | -0.7% | +10.2% | +10.1% |
| 30D | +20.1% | -2.0% | +22.1% | +22.0% |
| 3M | +30.3% | -2.2% | +32.5% | +32.5% |
| 6M | +26.3% | +1.9% | +24.4% | +23.6% |
| YTD | +73.1% | +12.0% | +61.2% | +55.5% |
| 1Y | +94.7% | +12.5% | +82.2% | +74.1% |
| 3Y | +159.7% | +75.4% | +84.3% | +56.4% |
| All | +84.2% | +61.1% | +23.1% | +18.1% |
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