+566.9%
VTRS vs BN
+14,455.4%
-13,888.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.7% |
| 7D | -2.2% | -5.2% | +3.0% | -0.5% |
| 30D | +3.3% | -14.5% | +17.8% | +8.5% |
| 3M | +2.0% | -15.0% | +17.0% | +7.3% |
| 6M | +19.9% | -5.4% | +25.3% | +21.7% |
| YTD | +35.7% | -16.4% | +52.2% | +43.0% |
| 1Y | +68.1% | -16.2% | +84.3% | +76.4% |
| 3Y | +87.1% | +67.5% | +19.6% | +54.8% |
| 5Y | +47.6% | +34.1% | +13.5% | +29.0% |
| 10Y | -48.2% | +261.8% | -310.0% | -67.1% |
| All | +566.9% | +14,455.4% | -13,888.5% | +205.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling