+7.3%
VTRS vs BAH
+878.1%
-870.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -3.5% | -1.3% | -2.1% | -3.2% |
| 30D | +2.1% | -6.6% | +8.7% | +3.6% |
| 3M | +2.6% | -7.2% | +9.8% | +3.8% |
| 6M | +17.8% | -10.0% | +27.8% | +19.4% |
| YTD | +35.7% | -12.5% | +48.1% | +37.2% |
| 1Y | +63.5% | -27.9% | +91.4% | +72.9% |
| 3Y | +85.1% | -31.4% | +116.5% | +90.6% |
| 5Y | +42.5% | -3.2% | +45.7% | +30.4% |
| 10Y | -48.2% | +191.5% | -239.7% | -67.4% |
| All | +7.3% | +878.1% | -870.8% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 all: compounded portfolio wealth divided by compounded BAH 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…
all analysis · Full analysis span regression · 6 months rolling