+570.9%
VTRS vs GEN
+8,593.9%
-8,022.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.2% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | +1.9% | +2.6% | -0.8% | +1.4% |
| 3M | +5.1% | +15.8% | -10.7% | +2.7% |
| 6M | +20.1% | +33.1% | -13.1% | +14.7% |
| YTD | +36.6% | +11.3% | +25.3% | +33.6% |
| 1Y | +64.1% | +1.7% | +62.5% | +62.6% |
| 3Y | +86.4% | +58.1% | +28.2% | +72.9% |
| 5Y | +40.9% | +20.6% | +20.2% | +34.1% |
| 10Y | -48.7% | +149.0% | -197.7% | -56.8% |
| All | +570.9% | +8,593.9% | -8,022.9% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling