+163.9%
VTRS vs AR
+48.6%
+115.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +4.6% | +7.4% | -2.8% | +4.0% |
| 30D | +19.4% | +5.8% | +13.6% | +18.7% |
| 3M | +30.8% | +5.2% | +25.6% | +30.0% |
| 6M | +21.6% | +5.4% | +16.2% | +20.7% |
| YTD | +71.2% | +12.4% | +58.8% | +66.7% |
| 1Y | +97.6% | +12.8% | +84.8% | +92.0% |
| 3Y | +163.9% | +47.2% | +116.7% | +140.2% |
| All | +163.9% | +48.6% | +115.3% | +140.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling