+73.5%
VTRS vs FGI
-74.8%
+148.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -25.2% | +25.9% | +0.8% |
| 7D | +4.6% | -14.4% | +19.0% | +4.6% |
| 30D | +19.4% | -11.8% | +31.1% | +19.4% |
| 3M | +30.8% | -46.2% | +77.0% | +31.0% |
| 6M | +21.6% | +5.2% | +16.5% | +21.2% |
| YTD | +71.2% | +10.5% | +60.6% | +69.8% |
| 1Y | +97.6% | +25.5% | +72.1% | +95.8% |
| 3Y | +163.9% | -16.0% | +179.9% | +163.5% |
| All | +73.5% | -74.8% | +148.3% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling