+68.1%
VTRS vs DRI
+2.4%
+65.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -2.2% | -3.2% | +1.0% | -1.9% |
| 30D | +3.3% | -7.8% | +11.1% | +3.9% |
| 3M | +2.0% | +0.4% | +1.6% | +1.8% |
| 6M | +19.9% | +4.8% | +15.1% | +19.1% |
| YTD | +35.7% | +16.7% | +19.0% | +33.9% |
| 1Y | +68.1% | +1.5% | +66.6% | +60.5% |
| All | +68.1% | +2.4% | +65.7% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling