+89.7%
VTRS vs BR
-14.2%
+104.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.5% |
| 7D | +2.4% | +7.0% | -4.6% | +2.2% |
| 30D | +9.1% | +19.0% | -9.9% | +8.6% |
| 3M | +9.4% | +13.1% | -3.7% | +9.0% |
| 6M | +28.3% | +24.6% | +3.7% | +27.0% |
| YTD | +58.0% | -13.6% | +71.6% | +53.4% |
| 1Y | +89.7% | -13.1% | +102.8% | +85.5% |
| All | +89.7% | -14.2% | +104.0% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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