+84.8%
VTRS vs MAS
+39.9%
+45.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +4.6% | +3.0% | +1.6% | +3.4% |
| 30D | +19.4% | +22.4% | -3.0% | +10.2% |
| 3M | +30.8% | +14.5% | +16.3% | +23.6% |
| 6M | +21.6% | +27.1% | -5.5% | +9.3% |
| YTD | +71.2% | +35.8% | +35.4% | +47.7% |
| 1Y | +97.6% | +39.4% | +58.2% | +68.4% |
| 3Y | +163.9% | +60.3% | +103.6% | +107.2% |
| All | +84.8% | +39.9% | +45.0% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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