+46.4%
VTRS vs GSK
+47.2%
-0.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.2% | -3.5% | +1.3% | -0.9% |
| 30D | +3.3% | -3.4% | +6.8% | +4.5% |
| 3M | +2.0% | -8.1% | +10.1% | +4.9% |
| 6M | +19.9% | -11.1% | +31.1% | +24.6% |
| YTD | +35.7% | +0.7% | +35.0% | +34.6% |
| 1Y | +68.1% | +20.1% | +48.0% | +56.3% |
| 3Y | +87.1% | +46.1% | +41.0% | +59.2% |
| All | +46.4% | +47.2% | -0.8% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling