+87.1%
VTRS vs IBN
+27.4%
+59.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.2% |
| 7D | -2.2% | -3.0% | +0.8% | -1.2% |
| 30D | +3.3% | -1.5% | +4.8% | +3.8% |
| 3M | +2.0% | +7.9% | -5.9% | -0.5% |
| 6M | +19.9% | +8.6% | +11.3% | +16.5% |
| YTD | +35.7% | -0.6% | +36.3% | +35.1% |
| 1Y | +68.1% | -7.3% | +75.4% | +70.2% |
| 3Y | +87.1% | +26.2% | +60.9% | +67.6% |
| All | +87.1% | +27.4% | +59.6% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling