+75.6%
VTRS vs FGI
-68.3%
+143.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -4.9% | +1.0% |
| 7D | +9.6% | +6.9% | +2.7% | +9.5% |
| 30D | +20.1% | +3.9% | +16.1% | +20.0% |
| 3M | +30.3% | +74.3% | -44.0% | +29.6% |
| 6M | +26.3% | +28.9% | -2.6% | +25.8% |
| YTD | +73.1% | +39.1% | +34.0% | +71.7% |
| 1Y | +94.7% | +49.3% | +45.4% | +92.9% |
| 3Y | +159.7% | +5.7% | +153.9% | +159.1% |
| All | +75.6% | -68.3% | +143.8% | +76.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling