+47.6%
VTRS vs D
+4.0%
+43.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.2% |
| 7D | -3.5% | -0.4% | -3.0% | -3.3% |
| 30D | +2.1% | -2.1% | +4.2% | +2.7% |
| 3M | +2.6% | -0.7% | +3.4% | +2.8% |
| 6M | +17.8% | +5.6% | +12.2% | +15.7% |
| YTD | +35.7% | +14.6% | +21.1% | +29.9% |
| 1Y | +63.5% | +15.3% | +48.1% | +55.9% |
| 3Y | +85.1% | +59.1% | +26.0% | +59.3% |
| All | +47.6% | +4.0% | +43.6% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 5y: compounded portfolio wealth divided by compounded D 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…
5y analysis · Full analysis span regression · 6 months rolling