+566.5%
VTRS vs EIX
+1,097.9%
-531.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | 0.0% |
| 7D | -3.5% | +4.1% | -7.5% | -4.3% |
| 30D | +2.1% | -15.3% | +17.4% | +4.5% |
| 3M | +2.6% | -18.4% | +21.1% | +5.7% |
| 6M | +17.8% | -16.8% | +34.6% | +20.7% |
| YTD | +35.7% | -0.6% | +36.2% | +33.8% |
| 1Y | +63.5% | +10.7% | +52.8% | +57.6% |
| 3Y | +85.1% | -4.5% | +89.6% | +82.1% |
| 5Y | +42.5% | +24.0% | +18.5% | +32.2% |
| 10Y | -48.2% | +22.9% | -71.1% | -53.3% |
| All | +566.5% | +1,097.9% | -531.4% | +255.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling