+68.1%
VTRS vs OSCR
+64.1%
+4.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -2.2% | +1.6% | -3.8% | -2.4% |
| 30D | +3.3% | +10.7% | -7.4% | +2.0% |
| 3M | +2.0% | +13.4% | -11.4% | +0.3% |
| 6M | +19.9% | +144.6% | -124.6% | +8.6% |
| YTD | +35.7% | +128.0% | -92.3% | +23.0% |
| 1Y | +68.1% | +68.7% | -0.6% | +54.6% |
| All | +68.1% | +64.1% | +4.0% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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