+566.5%
VTRS vs BBWI
+930.0%
-363.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | +0.6% |
| 7D | -3.5% | -4.4% | +1.0% | -2.6% |
| 30D | +2.1% | -7.4% | +9.5% | +3.3% |
| 3M | +2.6% | -2.2% | +4.8% | +2.3% |
| 6M | +17.8% | -16.3% | +34.1% | +20.1% |
| YTD | +35.7% | -9.1% | +44.8% | +35.2% |
| 1Y | +63.5% | -34.5% | +98.0% | +72.3% |
| 3Y | +85.1% | -47.0% | +132.1% | +97.3% |
| 5Y | +42.5% | -68.8% | +111.3% | +62.8% |
| 10Y | -48.2% | -57.4% | +9.1% | -51.9% |
| All | +566.5% | +930.0% | -363.4% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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