+87.1%
VTRS vs BN
+70.0%
+17.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.6% |
| 7D | -2.2% | -5.2% | +3.0% | -0.3% |
| 30D | +3.3% | -14.5% | +17.8% | +9.3% |
| 3M | +2.0% | -15.0% | +17.0% | +8.0% |
| 6M | +19.9% | -5.4% | +25.3% | +21.8% |
| YTD | +35.7% | -16.4% | +52.2% | +43.6% |
| 1Y | +68.1% | -16.2% | +84.3% | +77.1% |
| 3Y | +87.1% | +67.5% | +19.6% | +52.8% |
| All | +87.1% | +70.0% | +17.1% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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