+65.1%
VTRS vs Q
+75.3%
-10.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -1.8% |
| 7D | -0.1% | +6.7% | -6.9% | -0.7% |
| 30D | +1.9% | -10.6% | +12.5% | +2.9% |
| 3M | +5.1% | -14.6% | +19.6% | +5.2% |
| 6M | +20.1% | +12.1% | +8.0% | +13.2% |
| YTD | +36.6% | +51.3% | -14.7% | +22.7% |
| All | +65.1% | +75.3% | -10.3% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 all: compounded portfolio wealth divided by compounded Q 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…
all analysis · Full analysis span regression · 6 months rolling