+69.2%
VTRS vs COPX
+84.7%
-15.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.3% |
| 7D | +3.3% | -4.0% | +7.3% | +3.8% |
| 30D | -3.6% | +4.5% | -8.2% | -4.1% |
| 3M | +7.0% | +0.8% | +6.1% | +6.8% |
| 6M | +17.5% | +3.2% | +14.3% | +15.4% |
| YTD | +38.8% | +26.7% | +12.1% | +34.7% |
| 1Y | +69.2% | +85.7% | -16.5% | +57.0% |
| All | +69.2% | +84.7% | -15.5% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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