+69.6%
VTRS vs NVD
-99.1%
+168.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -2.2% | +10.8% | -13.0% | -1.8% |
| 30D | +3.3% | +0.8% | +2.6% | +3.5% |
| 3M | +2.0% | -20.8% | +22.8% | +1.4% |
| 6M | +19.9% | -41.2% | +61.1% | +18.2% |
| YTD | +35.7% | -44.2% | +79.9% | +33.8% |
| 1Y | +68.1% | -54.2% | +122.3% | +64.9% |
| 3Y | +87.1% | -99.1% | +186.2% | +64.6% |
| All | +69.6% | -99.1% | +168.8% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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