+64.1%
VTRS vs BURL
-12.4%
+76.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.1% | -1.1% |
| 7D | -0.1% | -2.6% | +2.4% | +0.2% |
| 30D | +1.9% | -30.8% | +32.6% | +6.7% |
| 3M | +5.1% | -18.7% | +23.7% | +7.5% |
| 6M | +20.1% | -16.4% | +36.5% | +22.3% |
| YTD | +36.6% | -11.6% | +48.1% | +38.2% |
| 1Y | +64.1% | -12.0% | +76.1% | +65.5% |
| All | +64.1% | -12.4% | +76.5% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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