-32.2%
VTRS vs AR
+57.4%
-89.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +4.6% | +7.4% | -2.8% | +3.6% |
| 30D | +19.4% | +5.8% | +13.6% | +18.4% |
| 3M | +30.8% | +5.2% | +25.6% | +29.5% |
| 6M | +21.6% | +5.4% | +16.2% | +20.1% |
| YTD | +71.2% | +12.4% | +58.8% | +66.3% |
| 1Y | +97.6% | +12.8% | +84.8% | +91.7% |
| 3Y | +163.9% | +47.2% | +116.7% | +141.8% |
| 5Y | +82.1% | +101.1% | -19.1% | +55.1% |
| All | -32.2% | +57.4% | -89.5% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling