+68.1%
VTRS vs ALLE
-10.0%
+78.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.3% |
| 7D | -2.2% | -2.4% | +0.2% | -1.4% |
| 30D | +3.3% | -7.7% | +11.0% | +6.1% |
| 3M | +2.0% | +15.2% | -13.2% | -3.5% |
| 6M | +19.9% | +5.4% | +14.5% | +16.8% |
| YTD | +35.7% | -2.9% | +38.7% | +33.0% |
| 1Y | +68.1% | -12.8% | +80.9% | +72.5% |
| All | +68.1% | -10.0% | +78.1% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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