+156.5%
VTRS vs PR
+86.0%
+70.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.0% |
| 7D | +9.7% | -12.4% | +22.1% | +11.5% |
| 30D | +16.2% | -6.6% | +22.7% | +16.9% |
| 3M | +25.6% | +7.5% | +18.1% | +23.7% |
| 6M | +21.1% | +10.8% | +10.3% | +18.2% |
| YTD | +68.5% | +57.0% | +11.4% | +50.7% |
| 1Y | +109.6% | +67.9% | +41.7% | +84.6% |
| 3Y | +156.5% | +87.6% | +68.9% | +111.3% |
| All | +156.5% | +86.0% | +70.5% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling