+89.7%
VTRS vs COO
-7.7%
+97.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.9% | -4.3% | 0.0% |
| 7D | +2.4% | +8.4% | -6.0% | +0.2% |
| 30D | +9.1% | +13.5% | -4.4% | +5.3% |
| 3M | +9.4% | -13.8% | +23.2% | +14.5% |
| 6M | +28.3% | +4.7% | +23.6% | +25.1% |
| YTD | +58.0% | -21.4% | +79.4% | +72.3% |
| 1Y | +89.7% | -6.7% | +96.5% | +89.4% |
| All | +89.7% | -7.7% | +97.4% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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