+89.7%
VTRS vs NTR
+36.7%
+53.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.0% | -2.4% | +1.9% |
| 7D | +2.4% | +4.3% | -1.9% | +2.7% |
| 30D | +9.1% | +2.6% | +6.5% | +9.3% |
| 3M | +9.4% | +8.5% | +0.9% | +10.4% |
| 6M | +28.3% | -3.3% | +31.7% | +28.4% |
| YTD | +58.0% | +19.6% | +38.4% | +56.4% |
| 1Y | +89.7% | +37.6% | +52.1% | +84.8% |
| All | +89.7% | +36.7% | +53.0% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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