+87.1%
VTRS vs PNR
-14.5%
+101.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -2.2% | -6.0% | +3.8% | -0.3% |
| 30D | +3.3% | -14.0% | +17.3% | +8.2% |
| 3M | +2.0% | -21.7% | +23.7% | +8.9% |
| 6M | +19.9% | -37.3% | +57.2% | +38.8% |
| YTD | +35.7% | -45.1% | +80.9% | +64.6% |
| 1Y | +68.1% | -49.1% | +117.2% | +110.0% |
| 3Y | +87.1% | -14.8% | +101.9% | +84.3% |
| All | +87.1% | -14.5% | +101.5% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 3y: compounded portfolio wealth divided by compounded PNR 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…
3y analysis · Full analysis span regression · 6 months rolling