+34.1%
VTRS vs JAAA
+29.4%
+4.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.4% |
| 30D | +3.3% | +0.5% | +2.8% | +2.1% |
| 3M | +2.0% | +1.3% | +0.7% | -0.9% |
| 6M | +19.9% | +2.8% | +17.2% | +12.9% |
| YTD | +35.7% | +3.3% | +32.5% | +26.7% |
| 1Y | +68.1% | +4.9% | +63.2% | +52.1% |
| 3Y | +87.1% | +19.0% | +68.1% | +47.0% |
| 5Y | +47.6% | +26.9% | +20.7% | +8.6% |
| All | +34.1% | +29.4% | +4.7% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling