+112.3%
VTRS vs CVE
+59.5%
+52.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | +10.2% | -10.0% | +20.2% | +9.9% |
| 30D | +18.2% | -11.9% | +30.0% | +17.8% |
| 3M | +29.0% | -5.9% | +35.0% | +28.4% |
| 6M | +23.2% | -1.6% | +24.8% | +22.4% |
| YTD | +71.4% | +66.3% | +5.1% | +45.6% |
| 1Y | +112.3% | +57.5% | +54.8% | +85.0% |
| All | +112.3% | +59.5% | +52.8% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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