+89.7%
VTRS vs CAPR
+47.4%
+42.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.3% | -6.7% | +1.5% |
| 7D | +2.4% | +43.2% | -40.8% | +2.2% |
| 30D | +9.1% | +14.7% | -5.6% | +9.0% |
| 3M | +9.4% | +113.9% | -104.5% | +9.0% |
| 6M | +28.3% | -73.4% | +101.7% | +28.6% |
| YTD | +58.0% | -69.1% | +127.1% | +58.2% |
| 1Y | +89.7% | +47.2% | +42.5% | +87.5% |
| All | +89.7% | +47.4% | +42.3% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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