+118.7%
VTRS vs HIG
+986.1%
-867.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -2.2% | -1.5% | -0.7% | -1.9% |
| 30D | +3.3% | -0.4% | +3.7% | +3.4% |
| 3M | +2.0% | +6.7% | -4.7% | +0.8% |
| 6M | +19.9% | +2.0% | +18.0% | +19.4% |
| YTD | +35.7% | +0.3% | +35.4% | +35.5% |
| 1Y | +68.1% | +4.2% | +63.9% | +66.5% |
| 3Y | +87.1% | +102.2% | -15.1% | +64.5% |
| 5Y | +47.6% | +118.5% | -70.9% | +28.2% |
| 10Y | -48.2% | +311.1% | -359.3% | -60.3% |
| All | +118.7% | +986.1% | -867.4% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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