+87.1%
VTRS vs NVS
+54.2%
+32.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -2.2% | -14.3% | +12.1% | +3.9% |
| 30D | +3.3% | -10.0% | +13.3% | +7.0% |
| 3M | +2.0% | -10.9% | +12.9% | +6.1% |
| 6M | +19.9% | -12.0% | +31.9% | +25.3% |
| YTD | +35.7% | +2.5% | +33.2% | +31.7% |
| 1Y | +68.1% | +10.7% | +57.4% | +56.7% |
| 3Y | +87.1% | +53.3% | +33.8% | +51.6% |
| All | +87.1% | +54.2% | +32.9% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 3y: compounded portfolio wealth divided by compounded NVS 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…
3y analysis · Full analysis span regression · 6 months rolling