+89.7%
VTRS vs ED
+27.1%
+62.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.6% |
| 7D | +2.4% | +5.4% | -3.0% | +2.3% |
| 30D | +9.1% | +16.4% | -7.3% | +9.3% |
| 3M | +9.4% | +11.9% | -2.5% | +9.5% |
| 6M | +28.3% | +11.6% | +16.8% | +28.5% |
| YTD | +58.0% | +24.1% | +33.9% | +58.6% |
| 1Y | +89.7% | +26.9% | +62.8% | +91.0% |
| All | +89.7% | +27.1% | +62.6% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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