+66.8%
VTRS vs PL
+87.2%
-20.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.7% | -0.7% |
| 7D | -3.5% | -13.9% | +10.4% | -3.6% |
| 30D | +2.1% | -25.5% | +27.6% | +1.7% |
| 3M | +2.6% | -44.8% | +47.4% | +1.7% |
| 6M | +17.8% | -33.3% | +51.1% | +17.4% |
| YTD | +35.7% | -12.7% | +48.3% | +35.4% |
| All | +66.8% | +87.2% | -20.3% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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