+68.1%
VTRS vs COMP
+13.6%
+54.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | +0.3% |
| 7D | -2.2% | -5.5% | +3.3% | -1.5% |
| 30D | +3.3% | -17.4% | +20.8% | +5.6% |
| 3M | +2.0% | +24.4% | -22.4% | -1.8% |
| 6M | +19.9% | +21.8% | -1.8% | +13.9% |
| YTD | +35.7% | -0.6% | +36.3% | +31.6% |
| 1Y | +68.1% | +11.5% | +56.6% | +55.0% |
| All | +68.1% | +13.6% | +54.5% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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