+166.9%
VTRS vs COMP
+426.2%
-259.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.8% |
| 7D | +9.6% | +2.2% | +7.4% | +9.2% |
| 30D | +20.1% | +16.3% | +3.7% | +18.2% |
| 3M | +30.3% | -19.1% | +49.5% | +32.2% |
| 6M | +26.3% | +17.1% | +9.2% | +23.3% |
| YTD | +73.1% | -2.9% | +76.1% | +69.9% |
| 1Y | +94.7% | +8.8% | +85.9% | +89.1% |
| All | +166.9% | +426.2% | -259.2% | +126.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling