+93.6%
VTRS vs FTI
+2,107.5%
-2,014.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | -3.5% | -2.3% | -1.1% | -2.9% |
| 30D | +2.1% | +5.0% | -2.9% | +0.9% |
| 3M | +2.6% | +13.8% | -11.2% | -0.9% |
| 6M | +17.8% | +22.9% | -5.1% | +11.0% |
| YTD | +35.7% | +75.0% | -39.3% | +17.4% |
| 1Y | +63.5% | +96.9% | -33.4% | +37.1% |
| 3Y | +85.1% | +276.7% | -191.6% | +28.4% |
| 5Y | +42.5% | +1,157.0% | -1,114.5% | -30.8% |
| 10Y | -48.2% | +310.7% | -358.9% | -70.7% |
| All | +93.6% | +2,107.5% | -2,014.0% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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