+85.6%
VTRS vs DAR
+7.7%
+77.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | -3.3% | +0.9% | -4.2% | -3.5% |
| 30D | +1.4% | +6.4% | -5.1% | +0.1% |
| 3M | +4.6% | +13.2% | -8.6% | +1.8% |
| 6M | +18.1% | +26.2% | -8.1% | +11.6% |
| YTD | +34.7% | +84.4% | -49.7% | +17.1% |
| 1Y | +65.6% | +112.0% | -46.4% | +39.1% |
| All | +85.6% | +7.7% | +77.9% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling