+16.9%
VTRS vs DG
+551.9%
-535.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.5% |
| 7D | -3.3% | -6.3% | +3.0% | -2.1% |
| 30D | +1.4% | +2.4% | -1.1% | +0.8% |
| 3M | +4.6% | +12.4% | -7.8% | +2.1% |
| 6M | +18.1% | -14.9% | +33.0% | +21.3% |
| YTD | +34.7% | -6.1% | +40.7% | +35.4% |
| 1Y | +65.6% | +17.9% | +47.8% | +58.4% |
| 3Y | +83.8% | +3.1% | +80.6% | +73.8% |
| 5Y | +46.5% | -38.7% | +85.1% | +53.5% |
| 10Y | -48.6% | +99.6% | -148.2% | -60.8% |
| All | +16.9% | +551.9% | -535.0% | -30.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling