-50.0%
VTRS vs MDY
+177.2%
-227.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -2.2% | -1.9% | -0.3% | -0.7% |
| 30D | +3.3% | -4.6% | +8.0% | +7.3% |
| 3M | +2.0% | -1.2% | +3.2% | +2.8% |
| 6M | +19.9% | +9.2% | +10.7% | +11.5% |
| YTD | +35.7% | +13.1% | +22.7% | +22.8% |
| 1Y | +68.1% | +13.0% | +55.1% | +52.0% |
| 3Y | +87.1% | +49.2% | +37.9% | +34.0% |
| 5Y | +47.6% | +47.2% | +0.4% | +5.8% |
| All | -50.0% | +177.2% | -227.2% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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