+97.6%
VTRS vs PR
+78.8%
+18.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.9% |
| 7D | +4.6% | +6.0% | -1.4% | +5.3% |
| 30D | +19.4% | -4.2% | +23.6% | +18.8% |
| 3M | +30.8% | +10.0% | +20.8% | +32.7% |
| 6M | +21.6% | +15.6% | +6.0% | +24.3% |
| YTD | +71.2% | +68.2% | +3.0% | +62.2% |
| 1Y | +97.6% | +79.2% | +18.4% | +85.2% |
| All | +97.6% | +78.8% | +18.8% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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