+87.1%
VTRS vs BB
+64.9%
+22.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.6% |
| 7D | -2.2% | -0.4% | -1.8% | -2.2% |
| 30D | +3.3% | -12.5% | +15.9% | +4.4% |
| 3M | +2.0% | -17.4% | +19.4% | +2.6% |
| 6M | +19.9% | +119.1% | -99.2% | +7.8% |
| YTD | +35.7% | +102.4% | -66.6% | +22.9% |
| 1Y | +68.1% | +98.2% | -30.1% | +51.7% |
| 3Y | +87.1% | +46.9% | +40.2% | +49.0% |
| All | +87.1% | +64.9% | +22.1% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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