+561.7%
VTRS vs BEN
+4,758.9%
-4,197.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -3.3% | +0.3% | -3.6% | -3.4% |
| 30D | +1.4% | +0.9% | +0.5% | +1.0% |
| 3M | +4.6% | +9.2% | -4.5% | +1.5% |
| 6M | +18.1% | +36.8% | -18.7% | +6.0% |
| YTD | +34.7% | +44.4% | -9.7% | +18.7% |
| 1Y | +65.6% | +45.8% | +19.8% | +45.1% |
| 3Y | +83.8% | +52.5% | +31.2% | +55.5% |
| 5Y | +46.5% | +37.7% | +8.8% | +26.1% |
| 10Y | -48.6% | +55.4% | -104.0% | -59.0% |
| All | +561.7% | +4,758.9% | -4,197.2% | +75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling