+89.7%
VTRS vs BEN
+56.2%
+33.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.1% | 0.0% |
| 7D | +2.4% | +6.7% | -4.3% | +0.1% |
| 30D | +9.1% | +3.0% | +6.1% | +7.8% |
| 3M | +9.4% | -4.3% | +13.7% | +10.9% |
| 6M | +28.3% | +16.4% | +12.0% | +20.9% |
| YTD | +58.0% | +46.8% | +11.2% | +37.9% |
| 1Y | +89.7% | +57.3% | +32.4% | +61.7% |
| All | +89.7% | +56.2% | +33.5% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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