+86.4%
VTRS vs FGI
-6.2%
+92.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -1.6% |
| 7D | -0.1% | +5.2% | -5.3% | -0.1% |
| 30D | +1.9% | +65.2% | -63.4% | +1.7% |
| 3M | +5.1% | +30.2% | -25.1% | +4.9% |
| 6M | +20.1% | +87.8% | -67.7% | +19.7% |
| YTD | +36.6% | +32.5% | +4.1% | +36.1% |
| 1Y | +64.1% | +93.6% | -29.5% | +64.3% |
| 3Y | +86.4% | -2.6% | +88.9% | +89.8% |
| All | +86.4% | -6.2% | +92.6% | +89.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling