+89.7%
VTRS vs AUR
-17.4%
+107.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +1.8% |
| 7D | +2.4% | -19.8% | +22.2% | +3.4% |
| 30D | +9.1% | -29.0% | +38.1% | +10.7% |
| 3M | +9.4% | -43.6% | +53.0% | +12.5% |
| 6M | +28.3% | -36.6% | +65.0% | +30.1% |
| YTD | +58.0% | +6.3% | +51.8% | +50.6% |
| 1Y | +89.7% | -9.0% | +98.7% | +82.7% |
| All | +89.7% | -17.4% | +107.1% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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