-50.0%
VTRS vs GEN
+159.8%
-209.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.6% |
| 7D | -2.2% | -1.3% | -0.9% | -1.9% |
| 30D | +3.3% | +6.1% | -2.8% | +1.6% |
| 3M | +2.0% | +27.0% | -25.0% | -4.2% |
| 6M | +19.9% | +43.9% | -23.9% | +8.2% |
| YTD | +35.7% | +13.0% | +22.8% | +30.0% |
| 1Y | +68.1% | +4.0% | +64.1% | +64.4% |
| 3Y | +87.1% | +66.2% | +20.9% | +61.5% |
| 5Y | +47.6% | +23.2% | +24.5% | +33.4% |
| All | -50.0% | +159.8% | -209.8% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling