+82.7%
VTRS vs AJG
+16.2%
+66.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -1.2% | +7.4% | -8.6% | -1.5% |
| 30D | +8.2% | +25.3% | -17.2% | +7.3% |
| 3M | +8.3% | +15.1% | -6.8% | +7.6% |
| 6M | +24.1% | +40.8% | -16.8% | +24.7% |
| YTD | +56.0% | +12.3% | +43.6% | +54.5% |
| 1Y | +82.7% | +17.5% | +65.2% | +77.9% |
| All | +82.7% | +16.2% | +66.5% | +77.9% |
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