+87.1%
VTRS vs OMC
+10.5%
+76.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.0% |
| 7D | -2.2% | -4.4% | +2.2% | -0.9% |
| 30D | +3.3% | -7.6% | +10.9% | +5.5% |
| 3M | +2.0% | +4.5% | -2.5% | -0.2% |
| 6M | +19.9% | -0.3% | +20.2% | +18.9% |
| YTD | +35.7% | -0.1% | +35.9% | +33.9% |
| 1Y | +68.1% | +4.6% | +63.5% | +61.7% |
| 3Y | +87.1% | +10.5% | +76.6% | +66.3% |
| All | +87.1% | +10.5% | +76.6% | +66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling