+46.5%
VTRS vs DRI
+63.5%
-17.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | -3.3% | -4.8% | +1.5% | -1.9% |
| 30D | +1.4% | -5.2% | +6.6% | +2.8% |
| 3M | +4.6% | +2.7% | +1.9% | +3.5% |
| 6M | +18.1% | +3.6% | +14.5% | +16.1% |
| YTD | +34.7% | +15.4% | +19.2% | +27.4% |
| 1Y | +65.6% | +1.3% | +64.4% | +63.0% |
| 3Y | +83.8% | +53.1% | +30.7% | +53.9% |
| 5Y | +46.5% | +64.6% | -18.1% | +15.2% |
| All | +46.5% | +63.5% | -17.0% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling