+42.5%
VTRS vs FE
+46.0%
-3.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.5% |
| 7D | -3.5% | -0.2% | -3.3% | -3.4% |
| 30D | +2.1% | -1.2% | +3.3% | +2.5% |
| 3M | +2.6% | +1.7% | +1.0% | +1.9% |
| 6M | +17.8% | -7.5% | +25.2% | +21.0% |
| YTD | +35.7% | +6.3% | +29.3% | +31.7% |
| 1Y | +63.5% | +10.9% | +52.6% | +55.8% |
| 3Y | +85.1% | +46.9% | +38.2% | +61.3% |
| 5Y | +42.5% | +47.6% | -5.1% | +24.0% |
| All | +42.5% | +46.0% | -3.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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