+86.6%
VTRS vs ADVB
-89.4%
+176.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.7% | -0.7% |
| 7D | -3.5% | -13.0% | +9.5% | -3.6% |
| 30D | +2.1% | +7.5% | -5.3% | +2.2% |
| 3M | +2.6% | +129.1% | -126.5% | +2.7% |
| 6M | +17.8% | +71.7% | -54.0% | +18.4% |
| YTD | +35.7% | +45.5% | -9.9% | +36.5% |
| 1Y | +63.5% | -2.7% | +66.2% | +65.2% |
| All | +86.6% | -89.4% | +176.0% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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