+197.4%
VTRS vs DAR
+1,828.9%
-1,631.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -3.5% | -0.2% | -3.3% | -3.4% |
| 30D | +2.1% | +7.4% | -5.3% | +1.6% |
| 3M | +2.6% | +15.7% | -13.1% | +1.5% |
| 6M | +17.8% | +30.0% | -12.3% | +15.4% |
| YTD | +35.7% | +87.5% | -51.9% | +29.8% |
| 1Y | +63.5% | +113.4% | -49.9% | +54.9% |
| 3Y | +85.1% | +15.3% | +69.8% | +81.0% |
| 5Y | +42.5% | -4.3% | +46.8% | +40.0% |
| 10Y | -48.2% | +380.2% | -428.4% | -53.5% |
| All | +197.4% | +1,828.9% | -1,631.5% | +184.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling