+43.1%
VTRS vs FN
+3,241.9%
-3,198.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +11.9% | -9.0% | +1.1% |
| 7D | +9.7% | +16.3% | -6.5% | +6.8% |
| 30D | +16.2% | -24.7% | +40.9% | +20.2% |
| 3M | +25.6% | -34.9% | +60.6% | +31.8% |
| 6M | +21.1% | -41.1% | +62.2% | +27.0% |
| YTD | +68.5% | -19.6% | +88.1% | +64.7% |
| 1Y | +109.6% | -18.5% | +128.2% | +103.3% |
| 3Y | +156.5% | +119.1% | +37.4% | +96.9% |
| 5Y | +73.5% | +206.9% | -133.4% | +20.9% |
| 10Y | -34.1% | +826.4% | -860.5% | -63.9% |
| All | +43.1% | +3,241.9% | -3,198.8% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 all: compounded portfolio wealth divided by compounded FN 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…
all analysis · Full analysis span regression · 6 months rolling