+46.4%
VTRS vs PTC
+4.1%
+42.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.4% |
| 7D | -2.2% | -7.3% | +5.1% | -0.5% |
| 30D | +3.3% | -11.6% | +14.9% | +6.1% |
| 3M | +2.0% | +10.5% | -8.5% | -1.4% |
| 6M | +19.9% | -17.8% | +37.8% | +24.7% |
| YTD | +35.7% | -24.9% | +60.7% | +44.2% |
| 1Y | +68.1% | -36.8% | +104.9% | +87.1% |
| 3Y | +87.1% | -8.7% | +95.8% | +79.2% |
| All | +46.4% | +4.1% | +42.3% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 5y: compounded portfolio wealth divided by compounded PTC 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…
5y analysis · Full analysis span regression · 6 months rolling