+89.7%
VTRS vs EIX
+18.9%
+70.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +1.4% |
| 7D | +2.4% | +4.5% | -2.1% | +2.1% |
| 30D | +9.1% | +15.2% | -6.1% | +8.0% |
| 3M | +9.4% | -11.6% | +21.0% | +10.5% |
| 6M | +28.3% | -8.4% | +36.7% | +28.5% |
| YTD | +58.0% | +8.2% | +49.8% | +46.4% |
| 1Y | +89.7% | +16.6% | +73.1% | +65.8% |
| All | +89.7% | +18.9% | +70.8% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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