+89.7%
VTRS vs M
+36.6%
+53.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.6% | -6.0% | +0.4% |
| 7D | +2.4% | +8.3% | -5.9% | +1.1% |
| 30D | +9.1% | +14.2% | -5.1% | +6.8% |
| 3M | +9.4% | -1.1% | +10.5% | +9.0% |
| 6M | +28.3% | +36.6% | -8.3% | +23.3% |
| YTD | +58.0% | +19.8% | +38.2% | +52.6% |
| 1Y | +89.7% | +37.2% | +52.5% | +77.3% |
| All | +89.7% | +36.6% | +53.2% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1y: compounded portfolio wealth divided by compounded M 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…
1y analysis · Full analysis span regression · 6 months rolling