+42.5%
VTRS vs RACE
+87.3%
-44.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | -3.5% | -2.6% | -0.8% | -2.8% |
| 30D | +2.1% | -1.1% | +3.2% | +2.3% |
| 3M | +2.6% | +12.5% | -9.9% | -0.9% |
| 6M | +17.8% | +17.4% | +0.3% | +12.2% |
| YTD | +35.7% | +10.1% | +25.5% | +30.7% |
| 1Y | +63.5% | -15.1% | +78.6% | +68.3% |
| 3Y | +85.1% | +38.9% | +46.2% | +59.7% |
| 5Y | +42.5% | +90.7% | -48.2% | +0.8% |
| All | +42.5% | +87.3% | -44.8% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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