+73.5%
VTRS vs PL
+37.0%
+36.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +14.5% | -11.6% | +2.1% |
| 7D | +9.7% | +10.9% | -1.1% | +9.0% |
| 30D | +16.2% | -16.4% | +32.5% | +17.0% |
| 3M | +25.6% | -39.9% | +65.6% | +28.7% |
| 6M | +21.1% | -63.2% | +84.3% | +26.6% |
| YTD | +68.5% | -27.1% | +95.6% | +66.2% |
| 1Y | +109.6% | +12.2% | +97.5% | +99.4% |
| 3Y | +156.5% | +584.3% | -427.8% | +96.4% |
| 5Y | +73.5% | +37.0% | +36.6% | +34.8% |
| All | +73.5% | +37.0% | +36.6% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling