+143.0%
VTRS vs MDY
+2,589.7%
-2,446.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | 0.0% |
| 7D | -3.3% | -2.5% | -0.8% | -1.4% |
| 30D | +1.4% | -5.0% | +6.4% | +5.4% |
| 3M | +4.6% | +0.5% | +4.2% | +4.1% |
| 6M | +18.1% | +8.0% | +10.1% | +11.2% |
| YTD | +34.7% | +12.2% | +22.5% | +23.2% |
| 1Y | +65.6% | +14.0% | +51.6% | +49.5% |
| 3Y | +83.8% | +48.2% | +35.6% | +34.9% |
| 5Y | +46.5% | +46.1% | +0.4% | +7.9% |
| 10Y | -48.6% | +173.8% | -222.3% | -76.6% |
| All | +143.0% | +2,589.7% | -2,446.7% | -81.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling