+46.4%
VTRS vs BR
+8.0%
+38.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -2.2% | -3.0% | +0.8% | -1.3% |
| 30D | +3.3% | -0.3% | +3.6% | +3.3% |
| 3M | +2.0% | +17.3% | -15.3% | -3.4% |
| 6M | +19.9% | -6.7% | +26.6% | +21.9% |
| YTD | +35.7% | -23.4% | +59.2% | +47.6% |
| 1Y | +68.1% | -32.7% | +100.8% | +92.1% |
| 3Y | +87.1% | -5.9% | +93.0% | +83.5% |
| All | +46.4% | +8.0% | +38.3% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling