+40.9%
VTRS vs PCOR
-43.2%
+84.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -1.2% |
| 7D | -0.1% | -6.9% | +6.8% | +0.8% |
| 30D | +1.9% | -1.5% | +3.4% | +1.9% |
| 3M | +5.1% | +18.5% | -13.4% | +2.2% |
| 6M | +20.1% | -4.7% | +24.7% | +19.5% |
| YTD | +36.6% | -22.8% | +59.3% | +39.6% |
| 1Y | +64.1% | -20.7% | +84.8% | +66.3% |
| 3Y | +86.4% | -14.6% | +100.9% | +82.0% |
| 5Y | +40.9% | -40.7% | +81.6% | +35.0% |
| All | +40.9% | -43.2% | +84.1% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling