+46.4%
VTRS vs INDA
+5.7%
+40.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.2% |
| 7D | -2.2% | -2.7% | +0.5% | -0.5% |
| 30D | +3.3% | -2.8% | +6.1% | +5.2% |
| 3M | +2.0% | +1.6% | +0.4% | +0.8% |
| 6M | +19.9% | -1.4% | +21.4% | +20.7% |
| YTD | +35.7% | -10.1% | +45.9% | +44.9% |
| 1Y | +68.1% | -8.8% | +76.9% | +77.6% |
| 3Y | +87.1% | +7.6% | +79.5% | +72.8% |
| All | +46.4% | +5.7% | +40.7% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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