+46.4%
VTRS vs EFX
-36.2%
+82.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -2.2% | -4.5% | +2.4% | -1.0% |
| 30D | +3.3% | -6.1% | +9.4% | +4.7% |
| 3M | +2.0% | +6.2% | -4.2% | -0.3% |
| 6M | +19.9% | -11.2% | +31.2% | +22.5% |
| YTD | +35.7% | -21.4% | +57.1% | +42.3% |
| 1Y | +68.1% | -34.3% | +102.4% | +84.7% |
| 3Y | +87.1% | -12.5% | +99.6% | +85.3% |
| All | +46.4% | -36.2% | +82.5% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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