+126.9%
VTRS vs ACWI
+340.5%
-213.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +4.6% | +2.4% | +2.1% | +2.3% |
| 30D | +19.4% | -1.7% | +21.1% | +21.1% |
| 3M | +30.8% | -3.9% | +34.7% | +35.4% |
| 6M | +21.6% | +0.8% | +20.9% | +20.0% |
| YTD | +71.2% | +11.0% | +60.1% | +54.0% |
| 1Y | +97.6% | +13.1% | +84.5% | +74.8% |
| 3Y | +163.9% | +73.9% | +90.0% | +55.5% |
| 5Y | +82.1% | +59.0% | +23.1% | +16.3% |
| 10Y | -31.3% | +224.4% | -255.6% | -77.4% |
| All | +126.9% | +340.5% | -213.6% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling