+87.0%
VTRS vs IBN
+1,454.8%
-1,367.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -3.3% | -5.5% | +2.2% | -2.2% |
| 30D | +1.4% | -3.4% | +4.8% | +2.0% |
| 3M | +4.6% | +8.7% | -4.0% | +3.0% |
| 6M | +18.1% | +3.7% | +14.4% | +17.2% |
| YTD | +34.7% | -2.4% | +37.0% | +35.2% |
| 1Y | +65.6% | -8.1% | +73.7% | +68.1% |
| 3Y | +83.8% | +26.3% | +57.4% | +74.5% |
| 5Y | +46.5% | +54.9% | -8.5% | +33.2% |
| 10Y | -48.6% | +311.8% | -360.4% | -62.3% |
| All | +87.0% | +1,454.8% | -1,367.8% | +10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling