+89.7%
VTRS vs COPX
+31.7%
+58.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.0% | -2.4% | +1.1% |
| 7D | +2.4% | -3.0% | +5.4% | +2.7% |
| 30D | +9.1% | -13.6% | +22.7% | +10.8% |
| 3M | +9.4% | -11.2% | +20.6% | +10.7% |
| 6M | +28.3% | -2.4% | +30.7% | +27.2% |
| YTD | +58.0% | +4.2% | +53.8% | +56.3% |
| 1Y | +89.7% | +32.2% | +57.5% | +80.7% |
| All | +89.7% | +31.7% | +58.0% | +80.7% |
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