+87.1%
VTRS vs DG
+4.6%
+82.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | -2.2% | -6.5% | +4.3% | -1.5% |
| 30D | +3.3% | +4.2% | -0.8% | +2.8% |
| 3M | +2.0% | +9.5% | -7.5% | +1.0% |
| 6M | +19.9% | -13.1% | +33.1% | +21.0% |
| YTD | +35.7% | -4.8% | +40.6% | +35.8% |
| 1Y | +68.1% | +20.6% | +47.5% | +64.2% |
| 3Y | +87.1% | +4.9% | +82.1% | +84.3% |
| All | +87.1% | +4.6% | +82.5% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling