+69.2%
VTRS vs OMC
+9.8%
+59.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | 0.0% |
| 7D | +3.3% | -6.4% | +9.7% | +4.3% |
| 30D | -3.6% | +1.1% | -4.8% | -4.0% |
| 3M | +7.0% | +10.4% | -3.5% | +4.8% |
| 6M | +17.5% | -1.7% | +19.2% | +16.7% |
| YTD | +38.8% | +4.4% | +34.3% | +37.7% |
| 1Y | +69.2% | +8.4% | +60.8% | +63.1% |
| All | +69.2% | +9.8% | +59.4% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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