+68.1%
VTRS vs EIX
+6.9%
+61.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.9% |
| 7D | -2.2% | -1.4% | -0.8% | -2.1% |
| 30D | +3.3% | -19.3% | +22.6% | +5.0% |
| 3M | +2.0% | -21.7% | +23.7% | +4.1% |
| 6M | +19.9% | -19.8% | +39.8% | +21.4% |
| YTD | +35.7% | -3.0% | +38.8% | +28.2% |
| 1Y | +68.1% | +5.1% | +63.0% | +53.8% |
| All | +68.1% | +6.9% | +61.2% | +53.8% |
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