+69.2%
VTRS vs DG
+23.4%
+45.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.6% |
| 7D | +3.3% | +8.4% | -5.1% | +1.8% |
| 30D | -3.6% | +4.9% | -8.6% | -4.6% |
| 3M | +7.0% | +29.3% | -22.4% | +2.3% |
| 6M | +17.5% | -11.3% | +28.7% | +17.9% |
| YTD | +38.8% | +1.8% | +37.0% | +36.8% |
| 1Y | +69.2% | +25.3% | +43.9% | +55.3% |
| All | +69.2% | +23.4% | +45.8% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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