+69.2%
VTRS vs AJG
-12.9%
+82.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | +3.3% | -1.8% | +5.1% | +3.3% |
| 30D | -3.6% | +4.6% | -8.3% | -3.7% |
| 3M | +7.0% | +24.9% | -18.0% | +7.4% |
| 6M | +17.5% | +17.2% | +0.3% | +17.1% |
| YTD | +38.8% | +2.2% | +36.6% | +39.1% |
| 1Y | +69.2% | -11.5% | +80.7% | +73.6% |
| All | +69.2% | -12.9% | +82.1% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1y: compounded portfolio wealth divided by compounded AJG 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…
1y analysis · Full analysis span regression · 6 months rolling