+46.4%
VTRS vs QSR
+40.5%
+5.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -2.2% | -4.0% | +1.8% | -0.9% |
| 30D | +3.3% | +2.8% | +0.6% | +2.3% |
| 3M | +2.0% | +5.1% | -3.1% | +0.2% |
| 6M | +19.9% | +8.8% | +11.1% | +16.2% |
| YTD | +35.7% | +14.8% | +20.9% | +28.9% |
| 1Y | +68.1% | +25.7% | +42.4% | +54.0% |
| 3Y | +87.1% | +27.5% | +59.6% | +65.2% |
| All | +46.4% | +40.5% | +5.8% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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