+11.2%
VTRS vs AGI
+5,307.1%
-5,295.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | -2.2% | -2.7% | +0.5% | -2.0% |
| 30D | +3.3% | +7.2% | -3.9% | +2.9% |
| 3M | +2.0% | +4.3% | -2.3% | +1.6% |
| 6M | +19.9% | -27.1% | +47.0% | +21.6% |
| YTD | +35.7% | -6.6% | +42.3% | +35.6% |
| 1Y | +68.1% | +9.5% | +58.6% | +66.2% |
| 3Y | +87.1% | +208.4% | -121.4% | +74.2% |
| 5Y | +47.6% | +401.6% | -354.0% | +33.2% |
| 10Y | -48.2% | +387.3% | -435.5% | -54.7% |
| All | +11.2% | +5,307.1% | -5,295.9% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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