+89.4%
VTRS vs PR
+84.9%
+4.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | +3.3% | +2.9% | +0.4% | +2.9% |
| 30D | -3.6% | +18.0% | -21.7% | -5.9% |
| 3M | +7.0% | +16.9% | -9.9% | +4.4% |
| 6M | +17.5% | +28.2% | -10.8% | +11.7% |
| YTD | +38.8% | +69.3% | -30.6% | +24.7% |
| 1Y | +69.2% | +69.5% | -0.3% | +51.8% |
| All | +89.4% | +84.9% | +4.5% | +61.9% |
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