+89.7%
VTRS vs BNS
+52.0%
+37.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +0.6% |
| 7D | +2.4% | +2.0% | +0.4% | +1.8% |
| 30D | +9.1% | +7.8% | +1.3% | +6.6% |
| 3M | +9.4% | +11.7% | -2.3% | +5.7% |
| 6M | +28.3% | +28.2% | +0.1% | +16.6% |
| YTD | +58.0% | +34.8% | +23.2% | +40.3% |
| 1Y | +89.7% | +51.1% | +38.7% | +74.0% |
| All | +89.7% | +52.0% | +37.7% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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