+66.8%
VTRS vs FGI
+106.7%
-39.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.0% | -0.7% |
| 7D | -3.5% | +14.7% | -18.1% | -3.5% |
| 30D | +2.1% | +67.0% | -64.8% | +1.8% |
| 3M | +2.6% | +31.0% | -28.4% | +2.4% |
| 6M | +17.8% | +126.8% | -109.1% | +16.7% |
| YTD | +35.7% | +35.6% | 0.0% | +34.7% |
| All | +66.8% | +106.7% | -39.8% | +66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling