+87.1%
VTRS vs FHN
+129.5%
-42.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -2.2% | -1.2% | -1.0% | -1.9% |
| 30D | +3.3% | -4.8% | +8.1% | +4.7% |
| 3M | +2.0% | -0.7% | +2.7% | +2.1% |
| 6M | +19.9% | +10.6% | +9.3% | +16.4% |
| YTD | +35.7% | +4.6% | +31.1% | +33.5% |
| 1Y | +68.1% | +11.4% | +56.7% | +62.0% |
| 3Y | +87.1% | +132.3% | -45.2% | +43.4% |
| All | +87.1% | +129.5% | -42.4% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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