+46.4%
VTRS vs MTB
+104.1%
-57.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +3.3% | -4.8% | +8.1% | +5.3% |
| 3M | +2.0% | +6.0% | -4.0% | -0.5% |
| 6M | +19.9% | +19.6% | +0.3% | +11.5% |
| YTD | +35.7% | +21.5% | +14.3% | +25.2% |
| 1Y | +68.1% | +24.7% | +43.4% | +53.1% |
| 3Y | +87.1% | +108.6% | -21.5% | +34.5% |
| All | +46.4% | +104.1% | -57.8% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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