+570.9%
VTRS vs COO
+5,822.5%
-5,251.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.4% |
| 7D | -0.1% | -2.3% | +2.2% | +0.1% |
| 30D | +1.9% | -8.8% | +10.7% | +2.6% |
| 3M | +5.1% | +1.3% | +3.7% | +4.9% |
| 6M | +20.1% | -11.6% | +31.6% | +21.2% |
| YTD | +36.6% | -17.4% | +54.0% | +38.6% |
| 1Y | +64.1% | -1.6% | +65.7% | +64.2% |
| 3Y | +86.4% | -22.6% | +109.0% | +89.3% |
| 5Y | +40.9% | -40.3% | +81.2% | +45.5% |
| 10Y | -48.7% | +45.2% | -93.9% | -50.1% |
| All | +570.9% | +5,822.5% | -5,251.5% | +473.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling