+56.0%
VTRS vs PL
+84.9%
-28.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | +3.3% | -9.3% | +12.6% | +3.8% |
| 30D | -3.6% | -18.9% | +15.3% | -2.6% |
| 3M | +7.0% | -58.4% | +65.3% | +11.5% |
| 6M | +17.5% | -30.3% | +47.8% | +17.5% |
| YTD | +38.8% | -8.1% | +46.9% | +35.6% |
| 1Y | +69.2% | +180.5% | -111.3% | +49.6% |
| 3Y | +77.5% | +444.1% | -366.7% | +39.0% |
| 5Y | +39.9% | +83.0% | -43.1% | +6.6% |
| All | +56.0% | +84.9% | -28.9% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling