+148.6%
VTRS vs IT
+5,548.9%
-5,400.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | -3.5% | -9.1% | +5.7% | -1.8% |
| 30D | +2.1% | -12.2% | +14.3% | +4.3% |
| 3M | +2.6% | +7.8% | -5.2% | +0.1% |
| 6M | +17.8% | +2.0% | +15.8% | +15.3% |
| YTD | +35.7% | -32.7% | +68.4% | +42.3% |
| 1Y | +63.5% | -31.1% | +94.6% | +70.2% |
| 3Y | +85.1% | -52.1% | +137.2% | +103.1% |
| 5Y | +42.5% | -46.3% | +88.8% | +51.6% |
| 10Y | -48.2% | +91.4% | -139.6% | -56.9% |
| All | +148.6% | +5,548.9% | -5,400.3% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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