+89.7%
VTRS vs CFG
+34.2%
+55.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.6% |
| 7D | +2.4% | +1.8% | +0.6% | +1.7% |
| 30D | +9.1% | +3.3% | +5.8% | +7.6% |
| 3M | +9.4% | -9.8% | +19.2% | +13.9% |
| 6M | +28.3% | +5.2% | +23.1% | +24.6% |
| YTD | +58.0% | +16.1% | +41.9% | +45.8% |
| 1Y | +89.7% | +33.7% | +56.0% | +64.3% |
| All | +89.7% | +34.2% | +55.5% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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