-50.0%
VTRS vs DRI
+353.8%
-403.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -2.2% | -3.2% | +1.0% | -1.4% |
| 30D | +3.3% | -7.8% | +11.1% | +5.4% |
| 3M | +2.0% | +0.4% | +1.6% | +1.6% |
| 6M | +19.9% | +4.8% | +15.1% | +18.0% |
| YTD | +35.7% | +16.7% | +19.0% | +29.5% |
| 1Y | +68.1% | +1.5% | +66.6% | +65.8% |
| 3Y | +87.1% | +56.3% | +30.8% | +63.1% |
| 5Y | +47.6% | +66.4% | -18.8% | +25.2% |
| All | -50.0% | +353.8% | -403.8% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling