+89.7%
VTRS vs FFIV
+33.5%
+56.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +2.4% | -9.8% | +12.2% | +2.7% |
| 30D | +9.1% | -28.1% | +37.2% | +9.9% |
| 3M | +9.4% | -20.0% | +29.4% | +9.5% |
| 6M | +28.3% | -0.1% | +28.4% | +23.9% |
| YTD | +58.0% | +29.2% | +28.8% | +47.7% |
| 1Y | +89.7% | +36.6% | +53.1% | +75.6% |
| All | +89.7% | +33.5% | +56.2% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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