-50.0%
VTRS vs CPB
-45.3%
-4.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -2.2% | -1.8% | -0.4% | -1.9% |
| 30D | +3.3% | -7.1% | +10.4% | +4.5% |
| 3M | +2.0% | -6.0% | +8.0% | +2.9% |
| 6M | +19.9% | -5.3% | +25.2% | +20.7% |
| YTD | +35.7% | -20.8% | +56.6% | +40.3% |
| 1Y | +68.1% | -33.8% | +101.9% | +78.9% |
| 3Y | +87.1% | -43.7% | +130.8% | +102.3% |
| 5Y | +47.6% | -40.7% | +88.4% | +58.7% |
| All | -50.0% | -45.3% | -4.7% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling